Senior Associate - SC&H Financial Advisors, Inc.
Kellie Walter is a Senior Financial Associate with over 17 years of industry experience. She provides support to the financial advisory team and assists them with the delivery and implementation of financial plans and client service needs. Her extensive experience in customer service, operations, and personal financial planning gives Kellie a unique understanding of a client’s short-term and long-term goals and objectives.
Kellie began her professional career in 1997 in the financial services industry, holding various positions ranging from Customer Service Representative Manager at Deutsche Bank Alex Brown, to Senior Data Administrator, and then moving onto Client Service and Operations Specialist in a Financial Advisor’s growing practice in Owings Mills. These varying roles have afforded her a wealth of understanding pertaining to the operational workings of account management, which translates to greater confidence for SC&H’s clients in how their accounts are handled.
Kellie is certified as a Registered Securities Representative (Series 7) and Uniform Securities Agent (Series 63). She graduated from Frostburg University with a B.A. degree for Business Administration with a concentration in Marketing. Kellie is a member of the Phi Sigma Sigma alumni. She is also actively involved in the local community, volunteering her time with the recreational council and elementary school PTA.
Securities offered through Triad Advisors, Inc. Member FINRA/SIPC. We have individuals licensed to offer securities in the states of CA, CO, CT, DC, DE, FL, GA, HI, IN, MA, MD, NC, NJ, NY, NV, OH, PA, SC, TX, and VA. This is not an offer to sell securities in any other state or jurisdiction. Advisory Services offered through SC&H Financial Advisors, Inc. SC&H Financial Advisors, Inc. and Triad Advisors Inc. are unaffiliated entities.