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Brandy Wright, CDFA™, CFP®, MBA

Brandy Wright, CDFA™, CFP®, MBA

Trust Officer

Followers of Brandy Wright, CDFA™, CFP®, MBA1000 followers
location of Brandy Wright, CDFA™, CFP®, MBAAtlanta, Georgia, United States

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  • Timeline

  • About me

    Owner, President at BLAKE Financial Counsel

  • Education

    • Georgia Southern University

      1993 - 1997
      Bachelor's degree Finance, General

      Activities and Societies: Kappa Delta Sorority

    • Georgia State University - J. Mack Robinson College of Business

      1997 - 1999
      MBA Finance

      Certificate in Personal Financial Planning

  • Experience

    • SunTrust Bank

      Jan 1997 - Jan 2000
      Trust Officer

    • A.G. Edwards & Sons, Inc.

      Jan 2000 - Jan 2003
      Investment Professional

    • The Ayco Company, L.P., a Goldman Sachs Company

      Jan 2003 - Jul 2010
      Vice President - Counseling

    • Cambridge Wealth Counsel

      Jun 2010 - Dec 2016
      Wealth Manager

      Comprehensive Fee-Only Financial Advisors and Consultants

    • Modera Wealth Management, LLC

      Dec 2016 - Jun 2019
      Wealth Manager

      Comprehensive Fee-Only Financial Advisors and Consultants

    • BLAKE Financial Counsel

      Jun 2019 - now
      President

  • Licenses & Certifications

    • Certified Divorce Financial Analyst (CDFA)

      Institute for Divorce Financial Analysts®
      Jun 2015

    • Certified Financial Planner

      CFP Board
      Mar 2015

  • Volunteer Experience

    • Hope & Will Ball Committee Member

      Issued by Children's Healthcare of Atlanta on Aug 2024
      Children's Healthcare of AtlantaAssociated with Brandy Wright, CDFA™, CFP®, MBA

    • Golden Bear Gala Co-Chair

      Issued by Holy Innocents'​ Episcopal School on May 2022
      Holy Innocents'​ Episcopal SchoolAssociated with Brandy Wright, CDFA™, CFP®, MBA

    • House Leader, Tour of Kitchens

      Issued by Junior League of Atlanta on Sept 2014
      Junior League of AtlantaAssociated with Brandy Wright, CDFA™, CFP®, MBA