CERTIFIED FINANCIAL PLANNER™
Marc S. Daner, CFP® ChFC®
Fiduciary Investment Advisor
“I take the time to get to know you and your family and act as your trusted advisor to help you achieve your vision of retirement.”
As a Financial Advisor with three decades of experience, I’m a staunch, knowledgeable advocate for your financial success.
I’ll help you plan for a secure retirement; manage assets, liabilities and cash flow; and avoid or defer income, capital gains and estate taxes.
In my early teens, I read a book profiling some of the world’s great investors. Warren Buffett’s story, in particular, fascinated me. I wanted to grow up to be like him.
I joined Merrill Lynch as a financial advisor in 1990 with dreams of picking stocks and beating the markets.
But as time went on, I came to realize that adopting a patient, long-term approach to financial planning was more valuable for clients and far more satisfying for me.
I later moved on to Smith Barney then Wells Fargo before launching Daner Wealth Management in 2022.
Being in this business for so long, I’ve come to see my clients as family. I’ll be by your side in good times and bad, and I’ll do everything possible to help you achieve whatever goals are important to you.
I grew up in New York and moved with my family to Atlanta in 1976. My wife Maria and I have lived in Alpharetta since 1993 and raised two wonderful children, Alaina and Scott. When I’m not working, I enjoy shooting, taking walks with our dog and spending time with my family.
I’m proud to support programs and charities that help veterans and people who are trying to rebuild their lives, like the Flounders Fields and We Fight Monsters.
Kellie M. Borror
Registered Client Services Associate
“I believe you deserve an exceptional and personalized client experience from a team that is knowledgeable, accessible and detail oriented.”
I strive to provide clients with the personalized attention and solution-oriented service they deserve.
My primary responsibilities are opening new accounts, servicing existing relationships, placing trades, coordinating distributions and performing various operational functions.
After graduating from Augusta University with a bachelor’s degree in business administration, I served as a universal branch consultant at PNC Bank, personal banker at SunTrust and then financial advisor associate at SunTrust Investment services.
I joined Marc’s team in 2018. I am series 7 and 66 securities registered and hold my life insurance and annuity licenses.
My husband William and I have two great children, Ayla and Luke. We live in Suwanee and attend Prince of Peace Catholic Church.
In my free time, I enjoy practicing yoga, hiking, spending time with family and friends outdoors and volunteering for my children’s school and sport programs.
Financial Security
Starts here
