Kellie H. McDowell, CFA, CDFA

Client Advisor

Kellie H. McDowell, CFA, CDFA

Client Advisor

15 Years Experience

Kellie is a client advisor joining Welch Hornsby in that capacity in 2015.  Kellie began her career in Atlanta with SunTrust Banks, Inc. in the corporate banking division.  She subsequently moved to its asset-management subsidiary, TRUSCO Capital Management, Inc., where she had responsibility for developing institutional Client relationships.

Kellie holds the Chartered Financial Analyst designation and also is a Certified Divorce Financial Analyst with 15 years of investment experience.  She holds a Bachelor of Arts degree (Fine Arts-Art History) with a minor concentration in business administration from Vanderbilt University.

Kellie has been involved in a wide variety of civic and religious organization in the Birmingham area primarily in a fund raising capacity.  Kellie’s involvement includes efforts on behalf of the Birmingham Zoo, Birmingham Museum of Art, the Alabama Symphony Orchestra, the Alabama Heart Association and the Birmingham Botanical Gardens.  She has also served on the board of Cornerstone Schools of Alabama.

Kellie recently moved back to Tennessee where she grew up and lives on a farm in Franklin.  She has one grown daughter, Megan and enjoys hiking and horseback riding.