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Kellie B
CFP®, Series 63, Series 66
Austin, TX
SPC
Kellie Blanco is a CFP® with 25 years of industry experience, currently serving at SPC since 2015. She holds Series 63 and Series 66 licenses and is based in Austin, TX. Outside of her advisory role, Blanco is a trustee of her deceased father's trust and serves as Vice President and Board Member of the McCallum High Schools Cheer Booster Club, as well as a committee member of the Austin Community Foundation's Women's Fund. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a nationwide network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management options.
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