Kelly Marling

Kelly Marling is an experienced financial professional with a strong background in portfolio management and wealth management. Currently serving as a Wealth Management Specialist at Merrill Lynch since May 2022, Kelly has also been a Portfolio Manager at Planet Home Lending, LLC since September 2016, managing distressed residential loans for small clients. Additionally, since July 2007, Kelly holds the position of Vice President and Portfolio Manager at Seneca Mortgage Servicing LLC, responsible for loan management for a similar clientele. Previous experience includes a role as Portfolio Manager at Wells Fargo Home Mortgage from June 2003 to July 2007, and earlier positions included serving as Call Center Manager at Washington Mutual, following a career that began in 1989 at Anchor Savings Bank.