Kelli-Gean MacDonald

Financial Advisor @Sanlam

Client Relations SpecialistChat SupportCustomer Success ManagerAdvisorBusiness Development ManagerMarketing DirectorData EntryCustomer ServiceLife CoachingEntertainmentConsultingMarketingSales ManagerSales & BizDevFinanceFinancial Planner

My goal is to provide peace of mind with personalized financial solutions that grow and protect what matters most. I am honored to be recognized among the top 100 best employees, a testament to my commitment to delivering exceptional service to my clients. Hello, I am Kelli-Gean MacDonald, an experienced financial advisor. I'm your dedicated partner in the pursuit of financial success. With a wealth of experience and a burning passion for your financial well-being, I'm here to understand your unique goals – whether it's securing your retirement, preserving your wealth, or creating a lasting legacy. You can rely on me for expert insights, tailored guidance, and unwavering support. Your financial aspirations are my top priority, and I am committed to transforming them into reality. Let's embark on this exciting financial journey together, so that you can live with confidence.

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Work Background

Financial Advisor

SanlamFinancial Advisor

Sales Associate

VaVendeSales Associate

Feb. 2022 - May. 2022United States

Head Of Marketing Communications

Little Tooth CreativeHead Of Marketing Communications

Jan. 2022 - Dec. 2022Austin, Texas, United States

Sales And Marketing Specialist

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Jan. 2022 - Dec. 2022Texas, United States

Sales Consultant

Sketch & EtchSales Consultant

Oct. 2021 - Feb. 2022Sydney, New South Wales, Australia

Sales, HR & Payroll Manager

Flash Fire FittingsSales, HR & Payroll Manager

Jan. 2013 - Mar. 2020Flash Fire

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Peace of Mind with Tailored Financial Growth

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Seeking Opportunities as a Financial Planner

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