Jolley steps into role as wealth advisor to individuals and businesses.
CLA Wealth Advisors (CliftonLarsonAllen Wealth Advisors, LLC), an SEC-registered investment advisor, is pleased to announce that Stacey Jolley has joined the firm as a wealth advisor. She will be helping individuals and businesses in the Champaign and Danville areas.
Jolley has an extensive background in the financial services industry. She can provide comprehensive financial, estate, college, and insurance planning. Jolley works closely with individuals and businesses to develop investment strategies designed to help meet their financial objectives, while also delivering a high level of client service.
In her previous roles she performed extensive research on investments to develop portfolios as well as educating clients on how they can work toward reaching and maintaining their individual, long-term financial goals.
“Stacey’s passion for wealth advisory services will help expand our value-added services to our clients in line with our CLA Promise — to know you and help you — across our Champaign and Danville offices,” said Karl Appelquist, managing principal of office for CLA’s Eastern Illinois locations. “We look forward to bringing wealth advisory services to our clients and I am confident that Stacey will help create opportunities for them and truly bring value to our relationships.”
Jolley earned a bachelor’s degree from Western Illinois University. She is a chartered retirement planning counselor (CRPC) and accredited asset management specialist (AAMS) from the College for Financial Planning.
About CLA
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 locations, and a global vision, we promise to know you and help you. CLA (CliftonLarsonAllen LLP) is an independent network member of CLA Global. See CLAglobal.com/disclaimer. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.