Forbes recently released its list of this year’s Best-In-State Wealth Advisors, recognizing an elite group of advisors across the country who demonstrate exceptional industry experience and best practices in client service. Krilogy® is pleased to announce that Executive Vice President, Wealth Advisor Elizabeth Connelly has been named to the Forbes 2021 Missouri Best-In-State List.
Forbes partners with Shook Research to identify candidates for this annual list. Rankings are based on an algorithm which includes data gathered from advisor interviews, review of best practices, service and investing models, compliance records, client retention, industry experience, and assets under management. Nearly 33,000 applications were received for this year’s list.
As Forbes Senior Contributor R.J. Shook and his firm led the effort to identify candidates, gather quantitative data, and perform telephone interviews to qualify each advisor, he noted: “The very best advisors are laser focused on having a positive impact on their clients’ lives, they want to add meaning, and help them live better lives.”
Elizabeth is a leading example of these characteristics. She has dedicated her 30+ years in the financial industry to exceptional client service, offering comprehensive, sensible solutions for her clients’ sophisticated financial needs. Elizabeth gets to know her clients on a deeply personal level to ensure that each plan, beginning with the asset allocation process, is designed to truly reflect the individuals with which she is working. Her approach is empathetic, and the guidance she provides is based on her advanced level of knowledge. This builds client trust and confidence, empowering them to feel ready for their financial journeys.
“It is a privilege to be recognized by Forbes as one of the best wealth advisors in the state of Missouri,” said Elizabeth. “Over the years, I’ve had the opportunity to build open and meaningful relationships with my clients, allowing our work together to impact their lives in many positive ways. I’m honored to play a role in guiding their financial decisions and helping to secure their overall financial wellbeing.”
Other Wealth Advisors at Krilogy® often turn to Elizabeth for her advanced knowledge and experience in many areas of wealth management. She is well known for giving her time to others and takes an active role in supporting team members when called upon. Elizabeth is also active in the community, currently serving in leadership positions for a variety of organizations including the Signature Healthcare Foundation Board, the School Sisters of Notre Dame Financial Advisory Committee, and the Board of Regents of Rockhurst University.
“Elizabeth is an example of how an ideal advisor operates, which is why so many here at Krilogy® value her leadership and mentorship,” said Kent Skornia, President and CEO. “She draws upon her experience, dedicates herself to the work, and delivers solutions that are intelligent, pragmatic and impactful. Clients and teammates have tremendous respect for, and trust in, Elizabeth. This most recent Forbes honor is a testament to her commitment to clients and is very well deserved.”
A full list of the Forbes 2021 Best-In-State Advisors can be found on the Forbes website.