Kelly Borth

Kelly L Borth
Vice President Financial Consultant Truist Investment Services, Inc.

120 E Baltimore St

Floor 23,

Baltimore, MD 21202

kelly.borth@truist.com

Phone 410-627-5121

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About me

Background

Kelly Borth is a Financial Consultant professional with Truist Investment Services, Inc. She is proud to work alongside her father as part of the same advisory team- a continuation of a shared, longstanding commitment to the clients and communities they serve.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science
Coastal Carolina University 2012

Personal Interests

Kelly’s family has deep, multigenerational roots in Baltimore and she is proud to continue that legacy both personally and professionally. She is committed to continuous learning, personal growth, and making a meaningful difference in the lives of those around her. 

Outside the office, Kelly enjoys spending time with family and friends, traveling to new destinations, and staying active through fitness and outdoor activities. She is actively involved in charitable initiatives and values opportunities to support organizations focused on financial empowerment, education, and local development. 

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

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