Kelly Waller
Partner at Wells Fargo Advisors Finet | St Louis, Missouri, United States
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Kelly Waller serves as a Partner at Magis Financial Advisors, a distinguished branch of Wells Fargo Advisors Finet, where she leverages her extensive expertise in financial advisory services to deliver tailored investment solutions to her clients. With a robust background in securities, retirement planning, and insurance, Kelly is adept at navigating the complexities of the financial landscape, ensuring that her clients are well-equipped to achieve their financial goals.
In her current role, Kelly is instrumental in spearheading key projects that focus on enhancing client engagement and optimizing investment strategies. Her deep understanding of fixed income, options, and hedge funds allows her to craft diversified portfolios that align with individual risk tolerances and long-term objectives. By employing a holistic approach to wealth management, she emphasizes the importance of integrating retirement planning with comprehensive insurance solutions, ensuring that her clients are protected against unforeseen circumstances while maximizing their investment potential.
Kelly's commitment to ongoing education and professional development keeps her at the forefront of industry trends and regulatory changes, enabling her to provide informed guidance in an ever-evolving market. Her ability to build strong relationships with clients, combined with her analytical skills and market insight, positions her as a trusted advisor in the financial services industry. As she continues to lead initiatives that drive growth and innovation at Magis Financial Advisors, Kelly remains dedicated to empowering her clients to navigate their financial journeys with confidence and clarity.
Partner at Wells Fargo Advisors Finet in June 2023 to Present
Senior Vice President - Investment Officer at Wells Fargo Advisors in January 2009 to June 2023
Vice President-Investments at A.G. Edwards & Sons, Inc. in January 1991 to January 2007
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Financial Advisory
Securities
Retirement
Insurance
Finance
Fixed Income
Options
Hedge Funds
Investments
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What is Kelly Waller email address?
Email Kelly Waller at [email protected] and [email protected]. This email is the most updated Kelly Waller email found in 2026.
How to contact Kelly Waller?
To contact Kelly Waller send an email to [email protected] or [email protected]. (updated on November 04, 2024)
What company does Kelly Waller work for?
Kelly Waller works for Wells Fargo Advisors Finet
What is Kelly Waller's role at Wells Fargo Advisors Finet?
Kelly Waller is Partner
What is Kelly Waller's Phone Number?
Kelly Waller's phone (314) ***-*145
What industry does Kelly Waller work in?
Kelly Waller works in the Financial Services industry.
Kelly Waller Email Addresses
Kelly Waller Phone Numbers
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