Jack T. Wrenn
Associate Financial AdvisorJack partners with Ben Peress in managing and developing client relationships and accounts. Jack prepares and presents financial plans to clients and prospects and monitors progress toward achieving client goals while maintaining all compliance and client service standards. Jack also oversees all account maintenance and executes performing planning, due diligence, and other investment-related activities. Jack began his career at Cary Street Partners as a wealth management intern.
Experience:
- Cary Street Partners, Wealth Management Intern
Education:
- Virginia Tech, BS, Business in Finance, CFP® Certification Option
- Series 7, 66