C.G. Kip Widing
Senior Director, Wealth Management
Kip is a CFP® and Senior Director for Choreo, which provides clients with wealth management services, including financial planning, investment management, retirement and estate planning.
Kip began his career in 2000 and has more than 20 years of wealth management experience. Prior to joining the firm, he was a Branch Liaison and Financial Consultant with Wells Fargo Advisors. He was also a Financial Advisor with McDonald Investments, Inc. (the wealth management arm of Key Corp.). At both firms, Kip focused on client needs regarding financial planning, portfolio management, and investment analytics.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- Financial Planning Association, South Florida Chapter, Board Member
- Florida Bar, Seventeenth Judicial Circuit Grievance Committee 17 H
EDUCATION
- B.A., Ohio State University, The Graduate School (Max M. Fisher College of Business)
- B.A., Ohio University, College of Business, Finance
- B.S., Ohio University, College of Communication, Organizational Communication
