Kelli Ruby, CFP®
Wealth Management Advisor, PartnerKelli@WeatherlyAssetMgt.com
Kelli Ruby joined the Weatherly Team in 2011 and became a partner of the firm in 2018. Kelli’s role includes building and maintaining relationships with new clients through strategic referral channels, specifically during the client onboarding process, as well as continuing to deliver comprehensive services to existing clients. Kelli works with clients on retirement planning and develops financial plans and recommendations based on ongoing, in-depth discussions. She is also a member of the Firm’s investment committee and provides investment recommendations to build tax and fee efficient portfolios along with monitoring cashiering activities for WAM clients. Kelli also works closely with the Partners to develop and implement marketing initiatives for the Firm, which has grown to encompass social media and blogging as well as other PR mediums. Kelli is committed to mentorship and leadership at the Firm and joined the Vistage Emerging Leaders Program !!! in 2019 to enhance her skill set.
Kelli holds a B.S. in International Business from Xavier University in Cincinnati, Ohio. Interested in finance, Kelli pursued further education at The Ohio State University. Prior to Weatherly, Kelli had experience in the commercial real estate industry. Outside of Weatherly, Kelli is a volunteer baker for Cake4Kids, a non-profit organization that delivers home-made birthday cakes to foster children and at-risk youth.
Xavier University, B.S. (International Business), Ohio
Awards & Accomplishments:
Five-Star Best Personal Wealth Manager Award
“Woman of the Year” for the San Diego Magazine Nominee
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