Cogent Strategic Wealth, an Illinois Registered Investment Advisor firm, has named Kelly Stanley CFP® as partner and co-owner along with founder Michael Evans.
Online PR News – 06-May-2021 – Chicago, IL – Stanley joined Cogent in 2015, bringing with her more than 15 years of experience in personal and corporate finance. She is a CERTIFIED FINANCIAL PLANNER™ professional, with an MBA from Saint Xavier University and a bachelor’s degree in finance from the University of Illinois at Urbana-Champaign. In her role as a fiduciary wealth advisor, Stanley helps busy professionals simplify their complex financial lives, with a specialized interest in helping fellow high-achieving women who struggle to fit financial planning into their already-demanding schedules.
“I truly appreciate our team approach at Cogent, allowing each of us to contribute our unique abilities and life experiences,” says Kelly. “As a partner, I look forward to continued collaboration with Michael and the rest of the Cogent team, bringing new ideas and strategies to our clients for years to come.”
"I feel very lucky to have Kelly as a partner and friend," says Evans. "I’ve been amazed and inspired by her work, as well as the impact Kelly has had on our culture and our commitment to always doing what’s right for our clients."
Stanley is also an enthusiastic community leader and volunteer. She was co-founder and president of Chicago’s Southside Women’s Business Alliance; a financial literacy speaker for The Woman’s Team; the former treasurer and Board Member for A New Direction, a grassroots organization combatting domestic violence; and has spent recent years becoming more involved in her children’s school and extracurricular activities. Married with two children, her interests include photography, family time, and engaging in a healthy, active lifestyle.
About Cogent Strategic Wealth
Michael J. Evans founded Cogent Strategic Wealth in 2010 to have Cogent Conversations® with fellow successful professionals who are seeking to convert their stellar earnings into durable family wealth. The firm emphasizes a personalized, process-driven approach to helping clients combine their wealth components into a unified whole; building and preserving wealth through rational, evidence-based investing; embracing collaborative, solution-oriented client relationships; giving back to the community through philanthropic leadership; and advancing best-practice advisory services as a proud member of nationally based Buckingham Strategic Partners. To learn more, visit https://cogentsw.com/.