Kimberly Mawk

Kimberly Mawk serves as Senior Associate at Crewe Advisors LLC in Scottsdale, Arizona, where she plays a key role in providing comprehensive servicing functions to clients and acts as a primary point of contact for their wealth management needs. Her responsibilities span supporting multifaceted financial planning, coordinating with tax advisors, facilitating estate and philanthropic planning, and delivering tailored solutions to high-net-worth families and business owners—particularly those with complex executive compensation and business succession requirements. Her focus at Crewe includes wealth preservation, risk management, and the implementation of philanthropic and tax-efficient strategies across a range of client portfolios.

Prior to joining Crewe Advisors in August 2021, Kimberly accumulated extensive experience at BMO Wealth Management—U.S., where she most recently served as Wealth Analyst Team Lead and previously as Private Wealth Analyst from 2015 to 2021. At BMO, she was instrumental in managing service operations for high-net-worth clients and supporting a team that oversaw approximately $800 million in client assets, with a focus on bespoke wealth solutions for affluent individuals, families, and business owners.

Kimberly studied at Glendale Community College and brings a strong background in client service and operational excellence. She is noted for her expertise in the management of multi-generational wealth, tax planning, risk and insurance assessment, and philanthropic advisory, helping clients achieve financial security while aligning investments with their personal values and family legacy.