Jeff Skornia

Advisor Spotlight, Jeffrey Skornia – 2nd Quarter 2017

The Art of Accomplishment, the meaning behind the Krilogy name, is a philosophy we live here every day – one that is made possible only through genuine teamwork and ongoing support for all to be successful. While every Krilogy team member is in alignment with this value, there is one advisor who demonstrates it in a way that’s uniquely him,…

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Jake Thornton

Krilogy Welcomes Financial Advisor Jake Thornton

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has added Jake Thornton to its growing team of financial advisors. In this role, Thornton will assist the team in developing wealth management plans to cater to the individual needs of each client. “Jake brings experiences in client service and quality care, which…

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Sheila Moran

Sheila Moran Joins Krilogy Financial® – April 2017

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has added Sheila Moran to the firm as Assistant to the Director of Operations. In this position, she will work closely with Krilogy Partner and Director of Operations, Jaime Shelton, supporting the team and facilitating operations, internal processes, and vendor communications. “Sheila comes…

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Kevin Reynolds

Krilogy Financial® Advisor, Kevin Reynolds Earns CIS™ Designation

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, is pleased to announce that Financial Advisor, Kevin Reynolds, has earned his Certified Income Specialist™ designation from the Institute of Business & Finance. CIS™ certification requires mastery of issues related to income distribution in retirement, including Medicare, income taxes, health care, investing…

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Steve Green

Advisor Spotlight, Stephen Green – February 2017

As Krilogy continues to grow, we’ve been very deliberate about how we’ve added advisors and integrated new teams into the organization. Because our culture is so important, we focus on keeping our values, Rules of Engagement and client-first philosophy at the heart of all we do. That’s why I was so pleased to welcome Steve Green and his team to…

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Krilogy Financial

Investment Committee & IA Department News – February 2017

Fear the Consensus? As we transition into 2017, it’s fair to say that 2016 was a test in fortitude as it relates to investing, a year littered with skepticism and uncertainty. After experiencing a sell-off at the beginning of the year of over 11% in the S&P 500, as well as volatility around the Brexit vote in June to name…

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Krilogy Financial

In the Community – February 2017

2017 marks the second year for Krilogy’s community outreach program, Krilogy Cares. Launched in 2016 as a vehicle to invite teamwork and support of a local non-profit, our first year of Krilogy Cares program raised funds and volunteerism for our inaugural partner, Special Olympics. Special Olympics was nominated by Megan Lockhart, and chosen in a drawing at our January, 2016…

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Steve Green

Senior Vice President and Senior Financial Advisor Stephen Green CFP® Named Among St. Louis’ Best Wealth Managers – February 2017

(As selected by the readers of St. Louis Small Business Monthly) St. Louis Small Business Monthly recently released its annual list of the region’s “Best Wealth Managers” for business owners, executives and entrepreneurs. This year, Krilogy is pleased to announce that Senior Vice President and Senior Financial Advisor Steve Green has earned a spot on the list, which is featured…

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Nathan Holt

Advisor Spotlight – Nathan Holt – November 2016

When Nathan Holt started his career here at Krilogy in 2010, we knew we had attracted an amazing young talent, but we also knew that Nathan was someone with vision who would not only help shape our processes, but would also offer clients a sincere sense of empathy and willingness to help even through the most challenging of times. His…

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Krilogy Financial

Investment Committee & IA Department News – November 2016

BREAKOUT OR BREAKDOWN? With the S&P 500 having spent the last 3 months in a tight 3% trading range, the question on the mind of many investors relates to the direction that this range-bound market ends up moving in and how a Trump Presidency may influence it. Prior to the election outcome, very few had the stated expectation that the…

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