Kellie Hall Email & Phone Number
Head of Estate Planning @ Biltmore Family Office, LLC
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Kellie Hall Location
- Orlando, FL, US
Kellie Hall Work
- 2015 -now Head of Estate Planning @
- 2011 -2014 Family Wealth Advisor and Trust Advisor @
- 2006 -2011 Attorney @
Kellie Hall Education
- Florida State University College of Law
Doctor of Law (J.D.)
2003-2006 - Rollins College
Bachelor of Arts (B.A.), Political Science (Political Science)
1999-2003
Kellie Hall Skills
- Estate Planning
- Legal Research
- Asset Management
- Customer Service
- Legal Writing
- Fiduciary Services
- High Net Worth Individuals
- Wealth
- Research
- Wealth Management
- Estate Planning and Trust Administration
- Trusts
- Financial Advisory
- Wealth Management Services
- Investments
- Wealth Preservation Planning
- Estate and Gift Taxation
- Financial Planning
- Management
- Risk Management
- Special Needs Trusts
- Civil Litigation
- Sales
- Estate Tax Planning
Kellie Hall Summary
- Kellie Hall, based in Orlando, FL, US, is currently a Head of Estate Planning at Biltmore Family Office, LLC. Kellie Hall brings experience from previous roles at GenSpring Family Offices and Shuffield, Lowman & Wilson, P.A.. Kellie Hall holds a 2003 - 2006 Doctor of Law (J.D.) @ Florida State University College of Law. With a robust skill set that includes Estate Planning, Legal Research, Asset Management, Customer Service, Legal Writing and more. Kellie Hall has 1 emails and 2 mobile phone numbers on RocketReach.
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