Roberta Counley

Roberta Counley is a Senior Associate at Choreo, based in Rockford, IL, where she supports clients with personalized wealth management and financial planning services. Her role involves collaborating with advisors to deliver tailored investment strategies, retirement planning, and comprehensive financial solutions for individuals and families. Counley specializes in wealth management, retirement plan advisory, and client service, focusing on helping clients achieve their long-term financial goals through a fiduciary-driven approach.

Counley’s expertise spans investment planning, retirement strategies, and financial advisory services, with a particular emphasis on serving high-net-worth individuals and families. She leverages her deep industry knowledge to guide clients through complex financial decisions, ensuring strategies are aligned with their unique needs and objectives. Her work is grounded in a commitment to client-centric service and a thorough understanding of the evolving financial landscape.

Prior to joining Choreo in 2021, Counley held key roles at Bates Financial Group, Inc., as an Advisor Assistant, and at Raymond James, where she served as a Senior Registered Sales Assistant and Paraplanner. She holds an Associate of Arts and Sciences in Business Administration, Management, and Operations from Rock Valley College. Counley’s career is marked by a consistent focus on client service, financial planning, and operational excellence within the wealth management industry.