Kate graduated from Clemson University in 2008 with a degree in Management with an emphasis in finance. She began her career in the financial industry with John Hancock Financial in Boston after graduation. She got a quick introduction into volatility helping financial advisors navigate their clients through 2008. She then worked for Lincoln Financial Group in Greensboro, N.C. before moving back to Clemson to become a financial advisor and team member at Wright Wealth Management and Benjamin F. Edwards & Co. Founded in 2008, Benjamin F. Edwards & Co. is a growing, national wealth management firm that is committed to putting its clients’ interests first. The firm’s sole mission is to provide its clients with personalized investment advice and service they expect and deserve. Together, Ernie Wright CFP, Kate Wright Dill, and Shelley Holbrooks formed the Wright Wealth Management Group of Benjamin F. Edwards & Co., and helped open the Clemson office located at 600 College Avenue in 2014. The group has more than 50 years combined experience in the financial services industry and each member brings different skill sets. Their clients know that the team is fully invested in their financial future – they are just another family member that will be there for them and the next generation. The mission of the Wright Wealth Management Group is to manage their clients’ risk. Their goal is to help clients set their priorities and guide them toward achieving them.
Listed skills include Wealth Management, Financial Advisory, Financial Services, Finance, and 10 others.