Kelia Grubb
Financial Advisor, Senior Portfolio Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Kelia Grubb
I focus on offering a comprehensive approach to managing wealth that begins with listening to a client\'s needs and helping to ensure every strategy is grounded in an understanding what each client wants to achieve. I provide access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients\' financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organization in our community.
Experience
Financial Advisor
Aug 2018 — Present
Education
Sonoma State University
Bachelor's Degree
1900 — 1900
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