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KE

Kira Edmonds

Associate at Ascent Wealth Partners, LLC

Saratoga Springs, NY , United States

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

OrganizationRoleDate RangeDetails
Ascent Wealth Partners, LLCAssociateMar 2022 to Present
CVS HealthPer Diem Staff PharmacistMar 2022 to Present
CVS Caremark CorporationPharmacy ManagerApr 2012 to Mar 2022
CVS HealthPharmacistJun 2009 to Apr 2012
JP MorganPrivate Client ServicesJan 2009 to Jun 2009
UBS Financial ServicesFinancial AdvisorJun 2007 to Dec 2008
WalgreensPharmacistAug 2002 to Jun 2007

Education

University at Buffalo

Doctorate (Magna cum Laude), Pharmacy

1994 2000

Skills & Expertise

Certified Immunizer
Pharmacists
Pharmacy
Leadership
Project Management
Finance
Healthcare

Others at Ascent Wealth Partners, LLC (7)

NameRoleLocation
B
Bradley Kowalczyk
PartnerNew Hartford, NY , United States
Christopher Lai
Christopher Lai
Chief Investment Officer and PartnerNew York Mills, NY , United States
Joseph Summa
Joseph Summa
PartnerRome, NY , United States
Julian Rivers Ballesteros
Julian Rivers Ballesteros
Senior Portfolio AnalystCharlotte, NC , United States
Mark Moshier
Mark Moshier
PartnerSaratoga Springs, NY , United States
N
Neil Edmonds
PartnerSaratoga Springs, NY , United States
Scott McCartney
Scott McCartney
PartnerUtica, NY , United States

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