Kellie Borror

Kellie Borror Email and Phone Number

Mother | Investment Advisor Representative @ Daner Wealth Management
Kellie Borror's Location
United States, United States
Kellie Borror's Contact Details

Kellie Borror personal email

n/a

Kellie Borror phone numbers

About Kellie Borror

What drives me is the sense of peace and balance that comes with knowing you're on the right path.As a millennial juggling the demands of a career and family life, I understand the quest for balance—not just in managing time and responsibilities, but also in navigating the complexities of personal finances. This has not only shaped my personal journey but has also deeply influenced my approach to financial planning.In my role as Vice President of Daner Wealth, I work closely with our Founder Marc Daner guiding individuals and families through the intricacies of financial planning with empathy, experience, and a keen understanding of the challenges they face. We believe financial security isn't just about planning for the future; it's about creating a strategy that allows you to enjoy the fruits of your labor today while ensuring your long-term goals are within reach. This passion for financial balance is at the core of our practice. At our firm, we don't just manage assets; we strive to build lasting relationships based on trust, transparency, and tailored advice that acknowledges each client's unique life situation.Daner Wealth Management is an independent, SEC Registered Investment Advisor.

Kellie Borror's Current Company Details
Daner Wealth Management

Daner Wealth Management

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Mother | Investment Advisor Representative
Kellie Borror Work Experience Details
  • Daner Wealth Management
    Vp- Investment Advisor Representative
    Daner Wealth Management Aug 2022 - Present
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  • Daner Wealth Management
    Director Of Client Services
    Daner Wealth Management Mar 2022 - Aug 2022
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  • Wells Fargo Advisors
    Senior Registered Client Service Associate
    Wells Fargo Advisors May 2018 - Mar 2022
    Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE
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  • Suntrust Investment Services, Inc.
    Financial Advisor Associate
    Suntrust Investment Services, Inc. Jun 2017 - May 2018
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  • Suntrust
    Personal Banker Iv
    Suntrust Mar 2015 - Jun 2017
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  • Pnc
    Universal Branch Consultant
    Pnc Sep 2013 - Mar 2015
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  • Express
    Sales Lead Manager
    Express Jun 2011 - Aug 2013
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Kellie Borror Skills

Financial Analysis Risk Management Marketing Finance Management Customer Service Banking Microsoft Excel Sales Leadership Business Strategy Crm Marketing Strategy Powerpoint Social Media Social Media Marketing Social Networking Event Planning Time Management

Kellie Borror Education Details

Frequently Asked Questions about Kellie Borror

What company does Kellie Borror work for?

Kellie Borror works for Daner Wealth Management

What is Kellie Borror's role at the current company?

Kellie Borror's current role is Mother | Investment Advisor Representative.

What is Kellie Borror's email address?

Kellie Borror's email address is ke****@****ust.com

What is Kellie Borror's direct phone number?

Kellie Borror's direct phone number is +170655*****

What schools did Kellie Borror attend?

Kellie Borror attended Augusta University-Hull College Of Business, Yale School Of Management.

What skills is Kellie Borror known for?

Kellie Borror has skills like Financial Analysis, Risk Management, Marketing, Finance, Management, Customer Service, Banking, Microsoft Excel, Sales, Leadership, Business Strategy, Crm.

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