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Nancy E

CFP®

Melissa, TX

Silver Lake Advisory Partners, LLC

Nancy Elliott is a CFP® professional at Silver Lake Advisory Partners, LLC with six years of industry experience. She has been with Silver Lake Advisory since 2010. Silver Lake Advisory Partners, LLC provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, families, small foundations, and endowments. The firm focuses on fundamental analysis with attention to corporate cash flow and dividend growth, tailoring portfolios to clients’ risk tolerance, income needs, tax status, and objectives.

Retirement income strategy Income planning Tax-loss harvesting Concentrated stock management Retired
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Ronna C

Series 63, Series 65

Longboat Key, FL

Silver Lake Advisory Partners, LLC

Ronna Cohen is a financial advisor at Silver Lake Advisory Partners, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Silver Lake Advisory since 1992. Silver Lake Advisory Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, families, small foundations, and endowments. The firm emphasizes fundamental analysis focused on corporate cash flow and dividend growth, tailoring portfolios to client-specific risk tolerance, income needs, tax status, and objectives.

Retirement income strategy Income planning Tax-loss harvesting Concentrated stock management Retired
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Dara R

Series 65

Salt Lake City, UT

Silver Lake Advisory Partners, LLC

Dara Rosen Cohen is a financial advisor at Silver Lake Advisory Partners, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Silver Lake Advisory since 2018. In addition to her advisory role, she operates a full-time legal practice specializing in estate planning and probate. Silver Lake Advisory Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, families, small foundations, and endowments. The firm emphasizes fundamental analysis focused on corporate cash flow and dividend growth, tailoring portfolios to clients' risk tolerance, income needs, tax status, and objectives.

Retirement income strategy Income planning Tax-loss harvesting Concentrated stock management Retired
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Gregory B

Series 63, Series 65

Longboat Key, FL

Silver Lake Advisory Partners, LLC

Gregory Bangma is a financial advisor at Silver Lake Advisory Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Silver Lake Advisory since 2013. Silver Lake Advisory Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, families, small foundations, and endowments. The firm emphasizes fundamental analysis focused on corporate cash flow and dividend growth and tailors portfolios to client-specific risk tolerance, income needs, tax status, and objectives.

Retirement income strategy Income planning Tax-loss harvesting Concentrated stock management Retired
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