Broker Check

Awards & Recognition

Kimberly Brumbaugh

  • 2020 Fortune Magazine, Five Star Wealth Manager 
  • 2019 Wall Street Journal, Five Star Wealth Manager
  • 2019/18/17/16/15/13/12 Philadelphia Magazine, Five Star Wealth Manager
  • 2020/19/18/17/16/15/14 Lincoln Financial Group, Chairman's Council
  • 2018 CEO Report, Velocity 50 Award
  • 2017 Forbes Magazine, Five Star Wealth Manager
  • 2017 United Way Of Chester County Corporate Partner of the Year
  • 2013 Smart CEO Magazine,  Wealth Management Reader's Choice
  • 2011 Smart CEO Brava, Women's Business Achievement Award
  • 2009 Philadelphia Business Journal Women of Distinction Award
  • 2009 March of Dimes Chester County Women of Achievement Award
  • 2008 PA Governor’s Best 50 Women in Business Award
  • 2008 Women of Accomplishment, Women’s Yellow Pages
  • 2007 Female Business Leader of the Year Award, Chester County Chamber of Business & Industry


2020 Fortune Magazine Five Star Wealth Manager

The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. The recipient was independently nominated for the award. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or receipt of the award. A fee of $7060 was paid for standard profile and marketing package in Fortune Magazine. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success.


2019 Wall Street Journal Five Star Wealth Manager

The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. The recipient was independently nominated for the award. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or receipt of the award. A fee of $4379 was paid for standard profile and marketing package in The Wall Street Journal. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success.


2019/18/17/16/15/13/12 Philadelphia Magazine Five Star Wealth Manager

The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. The recipient was independently nominated for the award. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or receipt of the award. A fee of $255 was paid for standard profile and brochure rights. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success.

 

2019/18/17/16/15/14 Lincoln Financial Chairman’s Council

Criteria are: participates in Lincoln Financial Advisor’s business development programs, Premier Partner status, achieves high level of gross dealer concession(GDC)


2018 CEO Report, Velocity 50 Award

Criteria are: growth percentages of revenue and employee headcount over three year period and must be located within the Greater Philadelphia Region


2017 Forbes Magazine, Five Star Wealth Manager

The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. The recipient was independently nominated for the award. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or receipt of the award. A fee of $5986  was paid for standard profile and marketing package in Forbes Magazine. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success.


2017 United Way of Chester County Corporate Partner of the Year

For nomination criteria visit www.unitedwaychestercounty.org/2016-2017-corporatepartners


2013 Smart CEO Magazine, Wealth Management Reader’s Choice

For nomination criteria see www.smartceo.com/awards-programs

 

2011 Smart CEO Brava, Women’s Business Achievement Award

For nomination criteria see www.smartceo.com/awards-programs/brava

 

2009 Philadelphia Business Journal Women of Distinction Award

For nomination criteria see www.bizjournal.com/philadelphia/nomination/women of distinction


2009 March of Dimes Chester County Women of Achievement Award

Nomination criteria are: outstanding women who have made Chester County a better place in which to live and work;  www.marchofdimes.org

 

2008 PA Governor’s Best 50 Women in Business Award

For nomination criteria see www.upmchealthplan.com/pdf/Newspdf/2008_03_PACED.pdf

 

2008 Women of Accomplishment, Women’s Yellow Pages

For nomination criteria see www.philawyp.com/woa

 

2007 Female Business Leader of the Year Award, Chester County Chamber

Nomination criteria are: woman in a for-profit business, in leadership role of company, have presence in Chester County, influences professional women to improve