Jay Logsdon

Financial Advisor Jay Logsdon, CPA, MBA, Joins the Krilogy Team

October 18, 2019, St. Louis, MO – The Krilogy team continues to grow with the addition of Jay Logsdon, Senior Financial Advisor in the firm’s Creve Coeur office. Logsdon brings more than 30 years of experience to Krilogy, with an emphasis on small business, operations, mergers and acquisitions, and tax strategies. As a Senior Advisor, he’ll work with Krilogy team…

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Krilogy Emblem

Two Krilogy Advisors Earn CFP® Designations

St. Louis, MO- Krilogy Financial®, a St. Louis-based wealth management firm with more than $1 Billion in assets, is pleased to announce that Kristin Fomon and Kevin Reynolds are the most recent additions to the list of financial advisors in the firm to earn their CERTIFIED FINANCIAL PLANNER™ designations from the Certified Financial Planner Board of Standards. Both Fomon and…

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Clemons_Breonna

Breonna Clemons Joins Krilogy’s Investment Advisory Team

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…

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Jaime Shelton

Team Spotlight: Firm Operations, 2019 Volume Three

Welcome to Clearly Krilogy, a new series offering glimpses into the teams behind the scenes who make our work for you run smoothly. I’m pleased to introduce you to the Operations Team, a group of individuals whose mission is to relentlessly serve our clients, team and community with the highest level of dedication, abundance and leadership. We foster this through…

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Josh Willbrand

Krilogy Financial’s® St. Charles County Office Adds Josh Willbrand to its Team of Financial Advisors

Krilogy Financial®, a St. Louis-based independent wealth management firm with more than $1 Billion in assets, recently welcomed Josh Willbrand as the latest addition to the team of financial advisors in its St. Charles County Office. In his role, Willbrand will support the creation of comprehensive financial plans, focusing on client needs and leveraging the vast tools and resources of…

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Kristin Poole

Team Member Spotlight: Kristin B. Poole, CFP®, MIB, Vice President and Private Client Wealth Advisor, 2019 Volume Two

I’m extremely pleased that Kristin Poole chose to join us last Fall. Kristin is a strong leader who communicates very well and possesses a diverse skill set as an advisor. She is a member of the Investment Committee, the Krilogy 360 Women’s Initiative, and is running a terrific practice with her team at Krilogy. “We are a goal-setting organization by…

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Krilogy Financial

Krilogy Financial® Names Two New Partners

Billion Dollar Wealth Management Firm Enters its Eleventh Year with Continuing Growth April 18, 2019 St. Louis, MO – Krilogy Financial®, a St. Louis-based wealth management firm with multiple locations across the region, has named Matthew Haywood, AIF®, CPFA® and Nathan Holt, CFP® as the newest partners in the firm. The expansion of the team of partners coincides with Krilogy’s…

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Krilogy Financial

Six Krilogy Financial Advisors Receive Five Star Wealth Manager Award

Krilogy Financial, a St. Louis-based financial services firm, is honored to announce the recognition of seven of its advisors who have received the Five Star Wealth Manager Award1. Michael Brown, Elizabeth Connelly, John McArthur, Michael DiSalvo, Matthew Haywood, and Stephen Green were among the select group of Wealth Managers across the United States to achieve this designation. The Five Star…

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Steve Green

Steve Green Named to the 2019 List of St. Louis’ Best Wealth Managers

St. Louis Small Business Monthly has compiled its annual list of what it classifies as the St. Louis region’s best wealth managers which features those who have been nominated by readers for their commitment to clients. Krilogy is pleased to announce that Senior Vice President and Private Client Wealth Advisor Steve Green has been named to the list once again…

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Connelly_Elizabeth

Krilogy Executive Vice President and Private Client Wealth Advisor Elizabeth Connelly, JD, CTFA, CISP, Named President of the Signature Healthcare Foundation Board, 2019 Volume One

The Krilogy team shares a commitment to community service, living the firm’s values of Dedication, Abundance and Leadership while helping those in need. Elizabeth Connelly is a shining example of this leadership. Krilogy is proud to support her as she assumes the position of President of the Board for the Signature Healthcare Foundation, effective January 1, 2019. Elizabeth has been…

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