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.
Breonna Clemons Joins Krilogy’s Investment Advisory Team
About Krilogy
Intelligent people seek informed insights. You explore options to feel confident about the financial decisions you are making. Krilogy advisors walk alongside our clients, helping you gain clarity about your future and building the wealth plans that reflect who you are and what makes you happy. We are guides, educators, and advocates for your entire financial life.
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“By focusing on our values, we’ve built a team of advisors who are leaders dedicated to making an impact on people’s lives.” Companies across the St. Louis region are nominated for the Best Places to Work award each year. Winners are chosen based on the results of a third-party survey which measures employee engagement, teamwork, and a variety of other factors. Krilogy has been honored with this award five times since 2012, most recently winning the Best Places to Work for Young Professionals award in 2018. Read MoreAward Disclosure
Every firm says they support their advisors, but we’re confident nobody delivers on it quite like Krilogy. The proof is in the growth numbers our advisors experience once they transition their business. It’s not typical. You may not even believe it until you experience it for yourself. But it’s the reason the average practicing financial advisor who joins the Krilogy team grows their practice by at least 20% annually.
You are ready to grow with Krilogy. Download our Advisor Growth Calculator to find out what that truly means for your practice 5, 7 and even 15 years down the road.
