Kelly Wright Joins as Director of Financial Planning
Baltimore, MD – June 15, 2022 – Verdence Capital Advisors (“Verdence”), a leading private wealth advisory and multi-family office firm, is today announcing that Kelly Wright, CFP®, has joined the firm as Director of Financial Planning.
Mr. Wright will lead Verdence’s expanding financial planning services for their private wealth and Verdence/FAMILY clients, and he will focus on further developing and growing the firm’s financial planning team.
Mr. Wright brings three decades of financial planning and wealth management industry experience to Verdence. Prior to joining the firm, he was the Director of Wealth Management for Congress Wealth Management in Columbia, Maryland. Other past roles include Director of Wealth Management for Pinnacle Advisory Group, Vice President of Financial Planning at Armstrong, Fleming & Moore; Manager of Financial Planning at Geier Financial Group; and Wealth Financial Planning Specialist III at BB&T.
“Kelly brings an outstanding set of skills and a deep well of cutting-edge experience to this key role at Verdence,” said Leo Kelly, CEO of Verdence Capital Advisors. “With him at the helm of our financial planning initiatives, we are very excited about the enhancements, ideas, and client-centric approaches he is going to bring to the forefront. Financial planning has been a key differentiator for our firm, and we look forward to seeing Kelly making it even stronger.”
“I could not be more thrilled to be joining the experienced team and exceptional culture at Verdence,” added Mr. Wright. “I am impressed by Verdence’s deep commitment to providing clients with strategic financial planning. I look forward to further enhancing their financial planning platform and working alongside the firm’s leadership and advisors to grow the financial planning team. Ultimately, I am most excited to work with clients, to get to know them and their families, and construct a powerful strategic roadmap to help them achieve their goals.”
Mr. Wright earned an MBA with a concentration in Finance from Loyola College in Maryland. He is an active Board Member of the Financial Planning Association of Maryland.
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About Verdence Capital Advisors
Verdence Capital Advisors is an independent private wealth advisory and multi-family office firm headquartered in Hunt Valley, Maryland, with an office in Northern Virginia. Committed to the principle that advice should be transparent, customized and given without bias, true independence is one of the guiding principles of Verdence Capital Advisors.
For more information, visit: www.verdence.com
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Chris Sullivan/Rosa Sobrino