Brandy K. Wright
BLAKE FINANCIAL COUNSEL
Atlanta, GA 30328
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CRD#: 4275094
Professional summary
Brandy Kilgore Wright, CFP®, who also goes by Brandy Etta Kilgore, Brandy Kilgore Tindell, is a registered financial advisor currently at BLAKE FINANCIAL COUNSEL, LLC located in Atlanta, Georgia.
Brandy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brandy has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.
Biography
Brandy Wright is the Founder and a Senior Financial Advisor at BLAKE Financial Counsel. She specializes in working with Fortune 500 executives, executive retirees, divorcees, widows and women and has extensive experience designing and implementing complex financial plans for them. She is focused on each of their specific financial planning hurdles and needs.
Brandy holds a Bachelor of Arts degree in Finance with a minor in Risk Management from Georgia Southern University as well as a Master's Degree in Business Administration from Georgia State University. She is a Certified Divorce Financial Analyst® and holds the CFP® certification. She is a member of the National Association of Personal Financial Advisors and of the Atlanta Estate Planning Council.
Brandy founded BLAKE Financial Counsel in 2019. Previously, she had joined Modera with the team at Cambridge Wealth Counsel in 2017. Prior to joining Cambridge Wealth Counsel, she worked for The AYCO Company, L.P., a subsidiary of Goldman Sachs, holding various positions as an analyst, financial planner and eventually as Vice President. Brandy also spent several years as a trust officer with SunTrust Bank in its Fortune 500 executive pension group.
Brandy lives in Sandy Springs, Georgia, with her mother Shirley, her daughter Blakely and three dogs, Bentley, Barnsley, and Jamesley. Plus, can't forget the cat, Brady. She is a Kappa Delta Sorority alumna. While not working, she enjoys the beach, movies, charitable events, holiday traditions, UGA football, friends and family and trying to keep up with a very happy and active Blakely and figuring out which dog did it!??
Question & Answer
What are your service offerings?
Divorce Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Tax Planning
Life Transitions
Insurance Planning
Estate Planning
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
Corporate Executives
Divorce Planning
Estate & Generational Planning...
High Net Worth Client Needs
Retirement Plan Investment Adv...
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Brandy Etta Kilgore | Brandy Kilgore Tindell
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Brandy Kilgore Wright's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
January 25, 2022 - Present
BLAKE FINANCIAL COUNSEL, LLC
Office #1: 7000 Central Parkway Suite 1100, Atlanta, GA 30328RIA
CRD#: 305157
Atlanta, GA
Past
July 24, 2019 - December 31, 2021
BLAKE FINANCIAL COUNSEL, LLC
RIA
CRD#: 305157
Atlanta, GA
Past
January 3, 2017 - July 31, 2019
MODERA WEALTH MANAGEMENT, LLC
RIA
CRD#: 155649
ATLANTA, GA
Past
August 3, 2010 - February 28, 2017
CAMBRIDGE WEALTH COUNSEL
RIA
CRD#: 127349
ATLANTA, GA
Past
October 31, 2003 - March 25, 2010
GOLDMAN SACHS WEALTH SERVICES, L.P.
RIA
CRD#: 106693
ATLANTA, GA
Past
July 29, 2003 - March 25, 2010
MERCER ALLIED COMPANY, L.P.
BD
CRD#: 37404
ATLANTA, GA
Past
November 9, 2000 - April 22, 2003
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
ST. LOUIS, MO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(2/3/2022)
IAR
Texas(1/25/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
BLAKE FINANCIAL COUNSEL, LLC
BLAKE FINANCIAL COUNSEL, LLC
CRD#: 305157 / SEC#:
Georgia
Registered Investment Advisory firm - (2/3/2022 Approved)Texas
Registered Investment Advisory firm - (1/19/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7000 Central Parkway Suite 1100, Atlanta, GA 30328
Mailing Address
Phone number
(404) 667-3494
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 100 |
| AUM (Assets Under Management) | $ 35,254,950 |
Red Flags
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