Kendall Dubois
Women’s Alliance Member
Co-Founder and Director of Financial Planning, Clover Capital Partners LLC
Quick 10:
#1 Tell us a bit about yourself and your work
I am a co-founder and the Director of Financial Planning at Clover Capital Partners in Atlanta, GA. We specialize in personalized wealth management for high-net-worth individuals, family offices, and institutions. We build customized financial plans that address the full complexity of substantial wealth and construct tailored investment strategies to help clients realize their goals.
#2 What’s the most rewarding part of being a financial advisor?
Helping turn what clients see as complexity into clarity and confidence and making a meaningful impact on their lives.
#3 What’s the most challenging part?
Probably the same thing that keeps me coming back – the fact that every day is different. No two market environments or clients are exactly the same, which keeps the work challenging and interesting.
#4 What’s a piece of advice you’ve received that you find yourself returning to often?
What you’re not changing you’re choosing. Holds true for life and investments!
#5 What’s one way a female has positively influenced your professional or personal growth?
My grandmother was a single mother who built our family’s work ethic through effort, not excuses. By example, she taught us that showing up and working hard, especially when no one is watching, is what real competence looks like.
#6 What unexpected skill, hobby, or practice brings you joy right now?
Skiing is not what people expect from a southern girl, but it is a hobby I look forward to every single year. The Rockies just got their first dusting of snow, and I am already counting down.
#7 What’s a daily or weekly ritual you rely on to feel grounded?
Hot Vinyasa yoga keeps me sane! I started in 2020, when the world felt uncertain and so did my brand-new career in wealth management.
#8 Share your three all-time favorite books.
Between Two Kingdoms – Suleika Jaouad
The Psychology of Money – Morgan Housel
Likeable BadAss – Alison Fragale
#9 If you could host a themed girls’ night, what would the theme be?
Caftans and Cocktails!
