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About
Kira Edmonds is an Associate at Ascent Wealth Partners, LLC, based in Saratoga Springs, NY, where she supports the firm's wealth management operations and client service initiatives. In this role, she collaborates with senior advisors and portfolio analysts to help deliver investment solutions and financial planning services to a diverse clientele, including high-net-worth individuals and retirement plan sponsors.
Her current focus includes supporting portfolio management and providing hands-on client service within Ascent Wealth Partners' broad offering, which spans traditional and alternative investments, retirement planning, and multi-generational wealth strategies. While her specific asset class specialization is not publicly detailed, her team's focus includes equities, fixed income, and retirement plan consulting, particularly for clients requiring customized, sophisticated investment approaches.
Before joining Ascent Wealth Partners in 2022, Kira held managerial and clinical roles in the pharmacy sector, serving as Pharmacy Manager and per diem pharmacist at CVS Health. She earned her Doctorate in Pharmacy, graduating magna cum laude from the University at Buffalo, equipping her with strong analytical and client-focused skills that she leverages in her investment advisory work.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ascent Wealth Partners, LLC | Associate | Mar 2022 to Present | — |
| CVS Health | Per Diem Staff Pharmacist | Mar 2022 to Present | — |
| CVS Caremark Corporation | Pharmacy Manager | Apr 2012 to Mar 2022 | — |
| CVS Health | Pharmacist | Jun 2009 to Apr 2012 | — |
| JP Morgan | Private Client Services | Jan 2009 to Jun 2009 | — |
| UBS Financial Services | Financial Advisor | Jun 2007 to Dec 2008 | — |
| Walgreens | Pharmacist | Aug 2002 to Jun 2007 | — |
Education
University at Buffalo
Doctorate (Magna cum Laude), Pharmacy
1994 — 2000
Skills & Expertise
Others at Ascent Wealth Partners, LLC (7)
| Name | Role | Location |
|---|---|---|
B Bradley Kowalczyk | Partner | New Hartford, NY , United States |
| Chief Investment Officer and Partner | New York Mills, NY , United States | |
| Partner | Rome, NY , United States | |
| Senior Portfolio Analyst | Charlotte, NC , United States | |
| Partner | Saratoga Springs, NY , United States | |
N Neil Edmonds | Partner | Saratoga Springs, NY , United States |
| Partner | Utica, NY , United States |
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