Kelly Stanley
Financial Planner - Beverly Financial Group
Chicago , IL

Kelly Stanley's Networking Photo

Websites:
Current Work:
  • Financial Planner at Beverly Financial Group
  • Previous Work:
  • Manager, Treasury Department at Ryerson Inc.
  • Education:
  • MBA, Financial Planning, St. Xavier University
  • BS , Finance, University of Illinois

  • Summary:
    Beverly Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide the most personal service available and our goal is to help create financial stability and security to provide financial independence.

    As a financial planner, I will do everything in my power to keep clients focused on where they want to go, advise them on how to get there and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.

    Individualized financial planning is one of the key services we offer to clients. We follow a process with six distinct steps:

    1.) Establish Goals and Objectives
    2.) Gather Data
    3.) Process and Analyze the Data
    4.) Create and Present a Financial Plan
    5.) Implement the Plan
    6.) Monitor Results


    Detailed Experience Summary:

    Financial Planner at Beverly Financial Group
    September 2009 - Present

    I help clients to come up with a plan to cover all of their financial bases, including their insurance needs. Once a plan has been created, clients can choose whether or not they want to move to the next level and implement any suggested recommendations.

    Manager, Treasury Department at Ryerson Inc.
    September 2002 - January 2008

    Oversaw cash management activities of a multi-billion dollar steel distribution company and was actively involved in monitoring the performance of the company's pension and 401k plans.


    Detailed Education Summary:

    MBA, Financial Planning, St. Xavier University
    May 2006


    BS , Finance, University of Illinois
    May 2000


    Conversation History: (20 total)

    Date Person
    07/27/09 Debbie Rodgers
    07/27/09 Louise DiSclafani
    07/27/09 Biba Pedron
    07/27/09 Elmer de Ronde
    07/27/09 Daniel Stoica
    07/27/09 Elizabeth Harrington
    07/27/09 Dale Donnelly
    07/27/09 Sylvie Giguere
    05/28/09 Heidi Danos
    05/28/09 Heidi Danos
    04/28/09 Rocky Romero
    04/28/09 Jackie M. Nagel
    04/28/09 Jay Groccia
    04/28/09 Linda Landon, ACC
    04/02/09 Heidi Danos
    04/02/09 Nolan Collins
    04/02/09 Kristi Arndt
    04/02/09 Reno Lovison
    04/02/09 James Heckman
    04/02/09 John Gerlesits