The Wealth Management Team at Krilogy focuses on providing comprehensive financial planning and investment advisory services to clients. Comprised of experts in wealth advisory, financial planning, and investment strategy, this team works collaboratively to help clients gain clarity about their financial future and make informed decisions. They design personalized wealth plans that align with clients' values and life goals, acting as guides, educators, and advocates throughout the entire financial journey.
Bryce Dalrymple
Associate Wealth Advisor
Jack Harrington
Wealth Services Manager
Jaime Shelton
Partner, VP of Business Operat...
Jeff Hercules
Senior Partner
John McArthur
Senior Partner and Chief Inves...
Michael R Brown
Partner
Nathan Holt
Sr. Wealth Advisor, Advisor Gr...
Robin Grayek
Senior Practice Manager
Ryan Powers
Senior Wealth Manager
Steve Grigone
SVP, Wealth Advisor