Helping you succeed financially

Our Team

Marc S. Daner

Marc S. Daner

  • CFP
  • ChFC
    “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 over 28 years of experience, my role is to serve as an advocate for your overall financial success and put a retirement plan in place to meet your specific needs. I help my clients plan for a secure retirement, manage assets, liabilities, and cash flow, and avoid unnecessary income, capital gains, and estate taxes.

    I joined Wells Fargo Advisors in 2005 after working as a Financial Advisor at Merrill Lynch and Smith Barney. Dedicating myself to a career as a Financial Advisor I have earned my Certified Financial PlannerTM (CFP®) professional designation by completing rigorous courses and passing a comprehensive examination administered according to the Certified Financial Planner Board of Standards. 

    To continue building my knowledge, I earned my Chartered Financial Consultant - ChFC® certification. The curriculum and training included lessons in key elements of financial planning, such as retirement planning, estate planning, insurance, investments, and income taxes. This commitment has help me become a Premier Advisor at Wells Fargo Advisors, 2006-2019. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

    Originally from New York my family moved to Atlanta in 1976, I have lived in Alpharetta for the past 25 years. Happily married to Maria for 30 years, we have two great children, Alaina and Scott. Away from the office, I enjoy golf, reading, and spending time with my family. I support programs and charities that help veterans and people who are trying to rebuild their lives, such as Wounded Warrior Project and The Salvation Army.
    Kellie M. Borror

    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.”

      As the Registered Client Associate for our team, my goal is to provide clients with the personalized attention and solution-oriented service they deserve. My primary responsibilities on our team are to open new accounts, service existing relationships, process and track assets, place trades, coordinate distributions and perform various operational functions. I schedule appointments, set up financial reviews and attend all client meetings and take thorough notes to ensure strategies are implemented and changes are made accordingly.

      I graduated from Augusta University with a Bachelor’s degree in Business Administration with a concentration in marketing. I began my career in financial services working at PNC Bank and SunTrust Investment Services as a Financial Advisor Associate & Personal Banker, then at PNC Bank as a Universal Branch Consultant. I am series 7 and 66 securities registered and hold my life insurance and annuity licenses.

      I am married to William with two great children, Ayla and Luke. We live in Suwanee, GA and attend Prince of Peace Catholic Church. In my free time, I enjoy practicing yoga, hiking, spending time with family and friends outdoors- especially at the lake, and volunteering for my children’s school and sport programs.