Kelly Wright Email & Phone Number
Director Of Financial Planning @ Verdence Capital Advisors
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Kelly Wright Location
- Baltimore, MD, US
Kelly Wright Work
- 2022 - now Director Of Financial Planning @
- 2021 - 2022 Director of Wealth Management @
- 2020 - 2021 Director of Wealth Management @ Pinnacle Advisory Group
- 2016 - 2020 Director Of Financial Planning @ Pinnacle Advisory Group
- 2010 - 2016 Vice - President, Financial Planning @
- 2008 - 2010 Manager of Financial Planning @ Geier Financial Group
- 2005 - 2007 Wealth Financial Planning Specialist III @
- 1992 - 2002 Owner @ Wright Financial Associates
Kelly Wright Education
- Loyola College in Maryland
MBA with a concentration in Finance
1987 - 1992
Kelly Wright Skills
- Financial Planners
- High Net Worth Individuals
- Strategic Financial Planning
- Retirement Planning
- Wealth
- Estate Planning
- Succession Planning
- Wealth Management
- Cash Flow
- Valuation
- Financial Planning
- Financial Analysis
- Financial Advisory
- Finance
- Management
- Asset Allocation
- Asset Management
- Investment Advisory
- Investment Strategies
- Investments
- Strategic Planning
Kelly Wright Summary
- Kelly Wright, based in Baltimore, MD, US, is currently a Director Of Financial Planning at Verdence Capital Advisors. Kelly Wright brings experience from previous roles at Congress Wealth Management, LLC, Pinnacle Advisory Group and Armstrong Fleming and Moore. Kelly Wright holds a 1987 - 1992 MBA with a concentration in Finance @ Loyola College in Maryland. With a robust skill set that includes Financial Planners, High Net Worth Individuals, Strategic Financial Planning, Retirement Planning, Wealth and more. Kelly Wright has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Verdence Capital Advisors Employees
Steve Thacker
Managing Director, Partner
Baltimore, MD, US
Leo Kelly
Partner, Chief Executive Officer
Cockeysville, MD, US
Brian Sabo
Partner
Lutherville-Timonium, MD, US
John Morgan
Managing Director, Partner
Baltimore, MD, US
Peter McGratty
Executive Director of RIA Development
New York, NY, US
Edward Karppi
Executive Director
Charlottesville, VA, US
Thomas New
President
Cockeysville, MD, US
Megan Horneman
President Verdence Foundation
Cockeysville, MD, US
Meg Sheil-Puopolo
Partner
Baltimore, MD, US
Nancy McColgan
Managing Director of Verdence and Family
Cockeysville, MD, US
Kelly Wright
Director Of Financial Planning
Baltimore, MD, US
Kevin Cuff
Chief Operating Officer
Cockeysville, MD, US
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