After 34 years in the legal field, I transitioned over to the world of finance, as the Administrative Manager for Jack and Jennifer Gibbs at Fortress Financial in Ashland, Oregon. During my first five years with Fortress, I developed an interest to delve further into the world of finances! In 2020, I studied for and passed the first FINRA-required test, the Securities Industry Essential ("SIE") exam. In addition to passing the SIE exam, I've now also passed both the Series 6 and Series 63 exams in 2021. Moving right along! New title is now Wealth Management Coordinator!
Fortress Financial Advisors
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Wealth Management CoordinatorFortress Financial Advisors Oct 2015 - PresentAshland, Oregon, United States
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Litigation ParalegalVarious Firms In Ca & Or Jan 1980 - Sep 2015
Kelli Graybill Education Details
Frequently Asked Questions about Kelli Graybill
What company does Kelli Graybill work for?
Kelli Graybill works for Fortress Financial Advisors
What is Kelli Graybill's role at the current company?
Kelli Graybill's current role is Wealth Management Coordinator at Fortress Financial Advisors.
What schools did Kelli Graybill attend?
Kelli Graybill attended American River College, Cosumnes River College, Sacramento City College.
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