Kellie Elder is a seasoned retirement plan professional with over 20 years of experience in various roles, including retirement consulting, third-party administration, and platform wholesaling. Currently serving as Vice President at Morgan Stanley since 2022, Kellie previously held significant positions at RidgeWorth Investments and Morningstar Investment Management LLC. With a Bachelor of Business Administration from the University of Oklahoma and numerous industry qualifications, Kellie is dedicated to assisting advisors in enhancing retirement solutions. Residing in Houston, Kellie enjoys traveling, theater, and spending time with an extended family of rescued animals.
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