CoverProfile

Abby Bennett

Founding Partner, Adviser

Verum Partners

United States, North Carolina, Charlotte

About Me

After graduating from the CFP® Certification Education program at Virginia Tech, Abby began her career in the Washington, D.C. metro area at an independent advisory firm where she worked with high-net-worth families and institutions in a team-based environment. Learning both the service and advice aspects of the financial advisory business from top to bottom was the initial spark that lit her entrepreneurial interest. Abby’s move from D.C. to Charlotte brought her to a more specialized role as a Financial Planner at Carolinas Investment Consulting, a consultative position she held for nearly four years. Now a Founding Partner of Verum, Abby brings the skills and knowledge born of those ye
View more

Profile Information

Founding Partner, Adviser

Verum Partners

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Charlotte

North Carolina

United States

May 15, 2024

More profiles to browse

Profile Photo
Oliver Cross
Founding Partner, Senior Adviser
Profile Photo
Dustin Barr
Founding Partner & Adviser
Profile Photo
Chris Gammon
Founding Partner & Adviser
Profile Photo
Austin Tilles
Investment Analyst

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)