Excellence Awardee: Portfolio Manager of the Year

Kelli Burger, CFP®

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Kelli Burger, CFP® is a highly accomplished and experienced financial expert who joined Weatherly in 2011 and became a partner of the firm in 2018. Her impressive portfolio of work includes building and maintaining meaningful relationships with clients by providing them with comprehensive and personalized services that take their individual needs and aspirations into account.

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Partner, Weatherly Asset Management, L.P.

Kelli’s financial acumen extends to retirement planning and developing customized financial plans for clients based on ongoing discussions. She is a key member of the firm’s investment committee and provides investment recommendations to build tax and fee-efficient portfolios that help ensure clients meet their financial goals. Additionally, Kelli is involved in the development and implementation of marketing initiatives for the firm and actively seeks ways to mentor and lead others to enhance their skill sets. Kelli is passionate about giving back to the community and is actively involved in volunteering with Father Joe’s Villages and Lasagna Love. She serves on the board of the Boys & Girls Club of Vista and Pawsitive Teams and is committed to making a positive impact on the lives of others. Kelli holds a BS in international business from Xavier University and has further education from The Ohio State University.

Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. www.weatherlyassetmgt.com/adv and www.weatherlyassetmgt.com/adv/#2023invtnewswomen