Kelly Stanley

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Partner, Fiduciary Wealth Advisor

Kelly Stanley

  • CFP®, MBA


  • Saint Xavier University – MBA with a Concentration in Financial Planning
  • University of Illinois Urbana-Champaign – B.S. in Finance

Certifications & Designations


Volunteer activities

  • AND/WINGS Honorary Leadership Council
  • Board Member, Brother Rice High School Mother’s Club,
  • Volleyball Coach, St. John Fisher

Family Matters

  • Married to Jack with 2 children (Declan and Shannon)


  • Sports team: Whatever team my children are playing on 😊; I’m not a huge sports fanatic but root for the Chicago-based teams (except the Chicago Cubs)
  • Food group: Mexican and Italian
  • Music genre: Country
  • Quote: Too many great quotes to choose a favorite, but I like this one by Queen Elizabeth II: “It’s worth remembering that it’s often the small steps, not the giant leaps, that bring about the most lasting change.”
  • Travel destination: Wherever I can take photos of beautiful scenery, enjoy non-humid weather, and be outside enjoying the fresh air.
  • Hobbies/favorite activities: Photography, planning my next vacation, attending my children’s sporting events, and catching up with my girlfriends.
  • Things that bring you joy: Spending quality time with my family and snuggling with my dog, Rosie (who turned me into a dog person 😊).

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