Bio Archives - Page 2 of 2 - Weatherly Asset Management

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Kelli Burger, formerly 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; she completed the program in 2021.

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 volunteers in the kitchen at Father Joe’s Villages and bakes/delivers home cooked meals to local families through Lasagna Love. Kelli currently serves on the Board of the Boys & Girls Club of Vista qq and is a member of their Finance Committee. Kelli most recently serves on the board of Pawsitive Teams rr, a volunteer-run organization that trains and places service dogs with persons with special needs.

Kelli resides in Poway with her husband and son. Outside of Weatherly, she enjoys traveling, cooking and baking and is an avid reader.

Education:

Xavier University, B.S. (International Business), Ohio

Certifications:

License(s): Series 65 D
Executive Financial Planner Advanced Certificate program at SDSU=
CERTIFIED FINANCIAL PLANNER™ professional (CFP®)A

Active Memberships:

Vistage Emerging Leaders Program !!!
San Diego chapter of the Financial Planning Association (FPA)+.
Women Give San Diego zz

Awards & Accomplishments:

Five-Star Best Personal Wealth Manager Award

Year(s): 2017, 2018, 2019, 2020, 2021, 2022, 2023, and 2024

“Woman of the Year” for the San Diego Magazine Nominee

Year(s): 2017

San Diego Business Journal Women of the Year (F/K/A Women Who Mean Business) Finalist

Year(s): 2019, 2020, and 2022

“Woman of the Year” for the San Diego Magazine Finalist

Year(s): 2021

San Diego Business Journal’s 40 Business Leaders Under 40

Year(s): 2022, and 2023

San Diego Business Journal’s San Diego 500

Year(s): 2022

San Diego Magazine Celebrating Women Nominee
Year(s): 2023

Excell Represent Women in Wealth Management Award Finalist
Year(s): 2023

Investment News Women to Watch Portfolio Manager of the Year Excellent Awardee
Year(s): 2023

Brent Armstrong has been a part of the Weatherly crew since 2007 and became a Partner in 2015. He looks forward to continuing the high level of service and sophistication our clients have come to expect. Brent works closely with both current and prospective clients to best understand their financial situation, goals and concerns, in order to address those needs through creating financial plans and implementing investment recommendations. Brent is a key member of the investment committee and applies his security research to construct both new accounts and rebalance client managed accounts. As one of the main traders at WAM, he works in tandem with the other Partners to ensure all accounts have the appropriate asset allocation mix for the client’s particular situation. Brent also monitors the performance of managed accounts and maintains the composite performance for the firm. To further augment his leadership abilities, Brent joined a Key Executive chapter of Vistage!!!! in mid 2019. Brent currently serves on the board of a local child development center.

Brent received his B.S. degree from San Diego State University where he studied Business Administration with an emphasis in Financial Services. Prior to his career in Wealth Management, he worked for the Newport Beach Fire Department as an Ocean Lifeguard and Jr. Lifeguard Instructor.

Brent lives in San Diego with his wife and two children. Outside of Weatherly, Brent enjoys fishing, riding waves in Del Mar, traveling Baja or supporting SDSU Basketball.

Education:

San Diego State University, B.S. (Business Administration), California

Certifications:

License(s): Series 65 D
Exams: Series 3 (inactive)
CERTIFIED FINANCIAL PLANNER™ professional (CFP)A

Active Memberships:

ΣAE Alumni Association of San Diego
Financial Planning Association (FPA) +
Vistage Key Executive Program !!!!

Awards & Accomplishments:

Five-Star Best Personal Wealth Manager Award

Year(s): 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022 and 2024

San Diego Business Journal’s 40 Business Leaders under 40

Year(s): 2023

Carolyn P. Taylor, majority owner of the partnership, is personally and professionally committed to providing comprehensive high-quality investment management services to clients of Weatherly Asset Management. With over 39 years of portfolio management experience to high-net-worth individuals and institutional clients, Carolyn offers a wealth of investment expertise to WAM’s clients.

Under Carolyn’s leadership and strategic vision, Weatherly focuses on creating the ideal client experience and improving clients’ world through problem solving, impact and change on their business, family and community. She leads the Weatherly team by design in our industry for focusing on perpetual innovation, technology, mentoring and human capital development.

Carolyn is a founding member of National Advisors Trust Company (NATC), an advisor owned Trust Company with assets of $8 billion as of 12/31/2023. Carolyn provided a decade of service to the San Diego Foundation’s Investment Committee % and was also included in the Fidelity Investments 2017 Executive Panel 32 as a contributor on the “Attracting Women Advisors to Your Firm” article.

Carolyn is an engineer by training, having received her B.S. and B.A. from Stanford University. Her analytical training was initially as an Investment Banker in public finance for Dean Witter Reynolds, Inc. in New York. Carolyn managed over $1 billion in assets during her previous experience as a portfolio manager at Neuberger & Berman in New York and, prior to that, at Payden & Rygel Investment Counsel in Los Angeles. In June 1994, Carolyn relinquished responsibilities at Neuberger & Berman to devote her full attention as President and Chief Investment Officer at Weatherly Asset Management, which began managing client funds in December 1994. Carolyn most recently serves on the boardaaa of the San Diego Women’s Foundation.

Outside of Weatherly, Carolyn can be found spending time with her family, staying active outdoors hiking or taking an ocean swim, or enjoying a glass of wine.

Education:

Stanford University, California
B.S. – Industrial Engineering
B.A. – International Relations

Professional Development:

Vistage Executive Leadership ProgramG 2/17-12/17 through Stanford Graduate School of Business
Coursework: Strategic Leadership, The Innovation Playbook: Designing Stories for Impact and Designing Organizations for Creativity and Innovation

Certifications:

License(s): Series 65 D
Exams: Series 3 (inactive) and Series 7 (inactive)

Active Memberships:

Affiliate member of the Chartered Financial Analysts Society of San Diego B3 B4
San Diego Women’s Foundation (SDWF) # aaaand SDWF Finance Committee w
Emeritus member of the Estate Planning Council of San Diegov
The North County Estate Planning Councilww