Abby Bennett (CExP™, CFP®)
Abby Bennett focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- AUM
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Alternative or Private Investments
- AUM
- Business Owners
- Corporate Executives
- Estate & Generational Planning Issues
- Fixed Fee (Subscription, Retainer, etc.)
Additional Information
Abby specializes in financial planning for "lumpy" income and concentrated financial assets such as restricted stock awards and stock options, highly appreciated company stock, closely-held business interests, real estate, and private equity interests. A lover of puzzles, organization, and flexibility, she enjoys helping clients figure out how to plan for those assets and make decisions in the day-to-day. As a Certified Exit Planner, Abby has additional training in helping business owners plan for an exit from their business, balancing a vision for their legacy with personal financial security. Abby and her husband have two young sons that keep them busy. An avid cook, Abby uses her gifts to serve as a meals ministry coordinator and sits on the Mercy Team at Uptown Church in Charlotte. In her free time, she can be found preparing and enjoying a meal with friends, reading historical fiction or theology, gardening, and spending time outdoors (with hiking shoes and camera gear in tow).NAPFA Start Date
January 19, 2024
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