Kelli Darner Wang

Director of Financial Planning, AAMS®

Kelli has held several roles in financial services, giving her a perspective on serving both sides of clients’ balance sheets. Prior to joining Centric, she served as Vice President, Investment Associate at Merrill Lynch since 2010, where she spent more than five years as an Investment Associate and Wealth Management Banker. Kelli started at Merrill as a Banking Specialist and later transitioned to focus on helping to manage client investments and relationships. Kelli began her professional career in 2005 on the wealth management and investment platform at JPMorgan Chase.
Originally from Ohio, Kelli earned a Bachelor’s degree in Zoology and Psychology from Miami University of Ohio. An avid traveler, Kelli loves sports (playing and watching) – especially working out, competing in recreational sports and rooting for the Duke University basketball team. She and her husband, Fei, and daughter Gemma live in West Town.
Phone 312.429.6103