Kelly L Borth
Vice President
Financial Consultant
Truist Investment Services, Inc.
120 E Baltimore St
Floor 23,
Baltimore, MD 21202
About me
Background
Education
Specialties
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds
Top-notch service delivery and support for the private banking needs of business-owners
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Recommended Resources
Market Navigator September 2026 edition
Our monthly Market Navigator provides regular and timely economic and investment strategy views.
Special Commentary 8 key takeaways from Warsh at Jackson Hole
Economic Data Tracker August defined by growth and consumers
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.