Kelly Daniels
Atlanta 3290 Northside Parkway NW, 7th Floor Atlanta, GA 30327
PHONE NUMBER:
404-881-3400
TOLL-FREE:
866-517-3400
FAX NUMBER:
404-816-7143
Kelly D. Daniels
Associate Vice President
Kelly Daniels is a senior family office associate for CIBC Private Wealth in Atlanta, with more than 15 years of industry experience. In this role, she works closely with relationship managers and client service managers providing comprehensive client service, including family office assistance and detailed investment reporting.
Prior to joining the firm in 2010, she worked in sales at Legg Mason and in financial research with a small money management firm. Kelly earned a Bachelor of Business Administration from St. Joseph's University in Philadelphia. In 2018 she was honored with a CIBC Unsung Heroes Achievers Award.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
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