Kris Welborn Email & Phone Number
Senior Vice President - Investment Officer; Fundamental Choice Portfolio Manager @ Wells Fargo Advisors
Kris Welborn's Location
Topeka, KS, US
Kris Welborn's Work
- Senior Vice President - Investment Officer; Fundamental Choice Portfolio Manager @ Wells Fargo Advisors
- Financial Advisor @ Morgan Stanley
- Registered Client Associate and Office Manager @ Piper Jaffray
- Client Associate @ Beecroft Cole & Company (merged with Piper Jaffray)
Kris Welborn's Education
- University of Kansas
Bachelor of Science (B.S.) (Biology, General)
1983 - 1986
Kris Welborn's Skills
- Mutual Funds
- 401k Rollovers
- Estate Investment Planning
- Financial Advisory
- Fixed-Income Strategies
- Insurance
- Investment Planning
- Retirement Planning
- Risk Management
- Tax-Efficient Strategies
Kris Welborn's Summary
Kris Welborn, based in Topeka, KS, US, is currently a Senior Vice President - Investment Officer; Fundamental Choice Portfolio Manager at Wells Fargo Advisors, bringing experience from previous roles at Morgan Stanley, Piper Jaffray and Beecroft Cole & Company (merged with Piper Jaffray). Kris Welborn holds a 1983 - 1986 Bachelor of Science (B.S.) in Biology, General @ University of Kansas. With a robust skill set that includes Mutual Funds, 401k Rollovers, Estate Investment Planning, Financial Advisory, Fixed-Income Strategies and more, Kris Welborn contributes valuable insights to the industry. Kris Welborn has 2 emails on RocketReach.
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