Abby Bennett, CFP®, CExP

Partner, Director of Financial Planning

Abby A Bennett

Abby spends much of her time helping families keep their eyes on the big picture. She keeps clients organized and on the right track, while connecting the dots between cash flow, taxes, retirement and estate planning, college funding, and risk management. She enjoys working alongside the Verum team to handle the details and partner with clients in their pursuit of financial success. Additionally, Abby is co-chair of the Financial Planning Committee, where members discuss complex client cases, pursue continuing education, and stay up-to-date on the constantly-changing financial landscape.

Outside of the office, Abby enjoys spending time with her husband, Patrick, and her two pups, Jake & Charlie. A newly-minted member of the FiA Nation and an average crossfitter, she enjoys being outdoors and staying active. When she’s not on the go, Abby can be found reading on her back porch, trying a new recipe, or planning her family’s next trip.

Abby A Bennett

At Verum Partners

Director of Financial Planning
Associate Financial Adviser
Financial Planning Committee – Co-Chair

Previous Experience

Carolinas Investment Consulting – Financial Planner
Highline Wealth Management – Senior Analyst

Education & Professional Designations

B.S. Virginia Tech – Finance
CERTIFIED FINANCIAL PLANNER™ Professional
Certified Exit Planner (CExP™)

Additional Information

Charlotte FPA NexGen – Member
Business Sorority – Assistant Director, Uptown Chapter
Uptown Church – Member