The Investment Advisory Team at Krilogy includes a group of professionals focused on managing Krilogy portfolios, performing ongoing analysis and executing dynamic rebalancing to ensure clients’ plans remain aligned with their goals. As Krilogy continues its path of deliberate growth, the IA team has followed suit, most recently adding Breonna Clemons as an Investment Advisory Associate.
Clemons holds several years of experience in the market, specifically as a retail investment trading specialist. Her passion for financial planning and her client-first philosophy supports her Krilogy team members to build trust and provide intelligent advice. She previously earned her Series 7 and Series 63 licenses with a national broker-dealer, and earned a B.S. in finance with a minor in Accounting from Southern Illinois University-Carbondale.