Kaylie is a Client Service Consultant* for Robertson Stephens, dedicated to meeting clients’ needs with a strong emphasis on efficiency and delivering exceptional client experience. She supports Joe Delaney on all client service-related matters, ensuring each client’s experience reflects the care and attention they need.
With four years of experience in the financial industry, Kaylie began her career with a broker-dealer, where she earned her Series 7 and 63 licenses, along with the Securities Industry Essentials qualification. After two years, she transitioned to the investment advisory field, and she is actively working towards becoming a Certified Financial Planner®.
Kaylie holds a Bachelor’s Degree in Financial Planning, complemented by a Minor in Business Management, from Utah Valley University. Beyond her professional pursuits, she cherishes creating lasting memories with her husband, daughter, and furry companion in the great outdoors.
*Kaylie is employed through Nifty Advisor Support, LLC, an unaffiliated third-party contractor providing dedicated client service support for financial advisors.