Abby Bennett (CExP™, CFP®)
Abby Bennett focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Charitable Giving
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Tax Planning
- Alternative or Private Investments
- Charitable Giving
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Tax Planning
Additional Information
Abby specializes in financial planning & tax planning for complex income & concentrated financial assets: restricted stock and stock options, highly appreciated company stock, deferred compensation, closely held business interests, real estate, and private equity interests. Our firm takes a comprehensive "wealth management" approach, addressing all areas of financial need: cash flow & savings, company stock strategy, tax planning, estate & charitable planning, portfolio management, & more. 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
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.