Kim Abello, CEPA
Kim Abello, CEPA, is a distinguished financial advisor with Wells Fargo Advisors, bringing over three decades of experience in accounting, finance, banking, valuation, and investment banking. A registered representative with the McCarthy Wealth Management Team, Kim partners with high-net-worth individuals to develop tailored investment strategies that align with their financial goals, risk tolerance, and the complexities of managing significant wealth. Her thoughtful approach ensures clients are equipped to make confident, informed financial decisions, even during periods of market uncertainty.
Kim is a recognized expert in ownership transition planning, guiding business owners through the nuanced process of selling their companies. Her extensive expertise encompasses a broad array of exit strategies, including sales to strategic buyers, leveraged recapitalizations, private equity transactions, ESOPs, and family succession planning. Beyond business owners, Kim is dedicated to providing financial literacy and investment education to retiring ESOP participants, empowering them to manage and preserve their accumulated wealth with clarity and confidence.
In addition to her work with business owners, Kim has a unique focus on professional athletes, particularly in women’s sports, helping them optimize their financial potential during their limited high-earning years. She emphasizes long-term financial stability, wealth preservation, and strategic planning to ensure her clients’ futures are secure. Known for her commitment to collaboration, Kim actively engages with individuals and fellow advisors who share her values of financial stewardship, thoughtful planning, and lasting success.
• DePaul University - MST
• Gies College of Business - University of Illinois Urbana-Champaign - BS Accounting
What do you attribute your success to?
After a distinguished career in accounting, valuation, and investment banking, I have found my true calling in wealth management. Over the past year, I have been able to leverage my financial expertise to serve individuals, a shift that has brought me a renewed sense of purpose. I take great joy in truly helping people who need it, a principle I also share with my children: to pursue a career fueled by passion. As a lifelong learner, I am constantly inspired by my daughter, professional soccer player Carrie, who motivates me to pay that inspiration forward. Today, my team and I are united by a single goal: to provide our clients with the comfort and confidence that comes from knowing they are financially secure.
What values are most important to you in your work and personal life?
In both my professional and personal life, I place a high value on integrity, thoughtful planning, and lifelong learning. I strive to approach every decision with clarity and a commitment to helping others achieve their goals. I stay informed and continuously broaden my perspective by reading sources like The Wall Street Journal, Jimmy Kimmel, News Break, and Ground News. Outside of work, I enjoy skiing and cheering on soccer games, which allow me to recharge, stay active, and share quality time with family and friends.