St. Louis, MO – Each year, St. Louis Small Business Monthly surveys its readers to compile their annual list of the region’s “Best Wealth Managers” for business owners, executives and entrepreneurs. Krilogy is pleased to announce that Executive Vice President and Private Client Wealth Advisor Elizabeth Connelly, JD, CTFA, CISP has been named to this year’s list, which is featured in the February, 2018 issue of the publication.
“When I think of Elizabeth, the first thing that comes to mind is her fierce advocacy for clients,” said Kent Skornia, president and CEO. “Her commitment to clients is at the forefront of all she does, and she marries this passion with doing the hard work they need, combining her extensive credentials, knowledge and practical business acumen to develop solutions for their financial planning needs.”
Connelly focuses her practice on high net worth clients who require sophisticated planning and detailed attention to all aspects of their plans. Since joining Krilogy, she’s grown her practice significantly through the teamwork, technology and support system available to clients.
“Elizabeth is the embodiment of the ideal advisor, providing an example to all for how an advisor should operate,” said Skornia. “She provides exceptional service while leveraging all of Krilogy’s resources to deliver results. She creates practical solutions for complex financial planning situations, and arms clients with the knowledge they need to help them feel confident that they’re on the right path to accomplishment.”
As a team member, Elizabeth has served as a valuable mentor for junior advisors in the firm and therefore, plays a key role in shaping the future of Krilogy. Her senior-level peers also turn to her as a source of support, drawing upon her experience and successes to help shape all clients’ financial plans.
“For the past 30 years, I have been fortunate to get to spend my days doing what I love,” says Elizabeth Connelly, JD, CTFA, CISP. “The people I have met are amazingly accomplished individuals who work hard every day to be a little better than the day before. It is a privilege to help in their financial journey.”
Outside of work, Elizabeth is very active in the community. In 2006, she was instrumental in establishing the annual St. Louis Dragon Boat Races that benefit a Signature Healthcare Foundation initiative, Operation Family Help, an event she has inspired the entire Krilogy team to participate in each year. She serves on the Signature Healthcare Foundation Board of Directors, the School Sisters of Notre Dame Financial Advisory Board, and is involved in the Rockhurst University Leadership Council.
Elizabeth is a member of the American Bar Association, the Missouri Bar Association, and the Bar Association of Metropolitan St. Louis.