Our Team

Kelly Stanley joined the Beverly Financial Group team in September 2008.  Her educational background includes a Bachelors of Science degree in Finance from the University of Illinois; an MBA with a concentration in Financial Planning from St. Xavier University in Chicago; and, graduation from the Financial Planning Association’s (FPA) Residency program.

Kelly enjoys working with women, many whom have gone through the difficult transition of losing a spouse as a result of death or divorce.  She specializes in empowering women to gain control over their financial life and helps them to create their own personal recipe for a prosperous financial future.  As a female advisor, she understands the factors that make financial and retirement planning even more critical for women.  Kelly believes the fundamental purpose of financial planning is to help you determine what is important to you and bring congruity between your actions and your values.

She is a CERTIFIED FINANCIAL PLANNER ™ professional and is registered and licensed as a full-service investment and insurance representative.

Kelly’s experience prior to her career as a financial planner  includes more than seven years working in corporate finance as a financial management associate for a large food distribution company and then as a Manager in the Treasury Department for a multi-billion dollar steel distribution company.

Kelly is a member of the Financial Planning Association and an active volunteer with the Junior Achievement program at St. Walter’s grammar school.  In her spare time, she enjoys photography, cooking and traveling. Kelly lives in the Beverly neighborhood of Chicago with her husband and two young children.