Kristi Bledsoe Henry
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Kristi Bledsoe Henry Email & Phone Number

Vice President, Financial Planning at Chevy Chase Trust at Chevy Chase Trust
Location: New Market, Maryland, United States 5 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Chevy Chase Trust
Role
Vice President, Financial Planning at Chevy Chase Trust
Location
New Market, Maryland, United States
Company size
109 employees

Who is Kristi Bledsoe Henry? Overview

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Quick answer

Kristi Bledsoe Henry is listed as Vice President, Financial Planning at Chevy Chase Trust at Chevy Chase Trust, a company with 109 employees, based in New Market, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Kristi Bledsoe Henry.

Kristi Bledsoe Henry previously worked as Vice President, Financial Planner at Chevy Chase Trust and Assistant Vice President, Financial Planning Associate at Chevy Chase Trust. Kristi Bledsoe Henry holds Cfp Certification Courses, Financial Planning And Services from American University Of Financial Services.

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Chevy Chase Trust

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Profile bio

About Kristi Bledsoe Henry

Financial Planning Associate committed to helping clients reach their financial goals.

Current workplace

Kristi Bledsoe Henry's current company

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Chevy Chase Trust
Chevy Chase Trust
Vice President, Financial Planning at Chevy Chase Trust
bethesda, maryland, united states
Website
chevychasetrust.com
Employees
109
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5 roles · 21 years

Kristi Bledsoe Henry work experience

A career timeline built from the work history available for this profile.

Assistant Vice President, Financial Planning Associate

Chevy Chase Trust

Bethesda, Maryland, United States

  • Works with Senior Planners and Point Persons to gather client information needed for planning
  • Usees eMoney Advisor software to organize and input data to create comprehensive financial plans and update existing plans
  • Updates CRM with latest plans and planner notes from clients and meetings
  • Develops Social Security planning strategies and uses software to assist with projections
  • Addresses one-off client questions and develops Excel spreadsheets to support… Show more
  • Addresses one-off client questions and develops Excel spreadsheets to support analysis
2020 - 2024 ~4 yrs

Business Development Associate

Chevy Chase Trust

Bethesda, MD

  • Assist Financial Planning group with data gathering and expense analysis for clients.
  • Maintain tickler system to ensure client meetings are routinely scheduled.
  • Research potential prospects through use of media (LinkedIn, Forbes, Washington Business Journal, etc.) or other media sources as appropriate.
  • Prepare and maintain marketing materials for Business Development Officers.
  • Primary liaison with Marketing for event planning.
  • Help to plan and orchestrate small… Show more
2014 - 2020 ~6 yrs

Executive Assistant

Sutherland Asbill & Brennan Llp

Washington D.C. Metro Area

  • Assist Chief Business Development Officer with calendaring appointments, coordinating travel reservations and reconciling travel expenses.
  • Assist Director of Practice Management and practice group Business Managers on various group projects.
  • Coordinate with CBDO to create PowerPoint presentation and handouts for in-house meetings as well as outside conferences and speaking engagements.
  • Assist in updating and editing new firm website
  • Design firm collateral using InDesign… Show more
  • Design firm collateral using InDesign and PhotoShop.
2009 - 2014 ~5 yrs

Legal Secretary

Sutherland Asbill & Brennan Llp
  • Maintain comprehensive administrative and client files
  • Edit and proofread legal documents
  • Maintain several research databases, both online and in paper form
  • General organization of attorney’s practice i.e. schedule, travel and expenses
2005 - 2009 ~4 yrs
Team & coworkers

Colleagues at Chevy Chase Trust

Other employees you can reach at chevychasetrust.com. View company contacts for 109 employees →

WK Wilma Knapen Wilma Knapen Colleague at Chevy Chase Trust Eindhoven, North Brabant, Netherlands, Netherlands View → PD Paul Duncan Paul Duncan Colleague at Chevy Chase Trust Fairfax, Virginia, United States, United States View → MM Milena Mattingly Milena Mattingly Colleague at Chevy Chase Trust Beltsville, Maryland, United States, United States View → FH Frederick Hopkins Frederick Hopkins Colleague at Chevy Chase Trust Bethesda, Maryland, United States, United States View → KN Kimberly Navarro Kimberly Navarro Colleague at Chevy Chase Trust Washington DC-Baltimore Area, United States View → EM Eric M. Eric M. Colleague at Chevy Chase Trust Washington DC-Baltimore Area, United States View → CP Craig Pernick Craig Pernick Colleague at Chevy Chase Trust Chevy Chase, Maryland, United States, United States View → DL Dan Ledwith, Cfa Dan Ledwith, Cfa Colleague at Chevy Chase Trust Washington DC-Baltimore Area, United States View → SS Sara Smith Sara Smith Colleague at Chevy Chase Trust Silver Spring, Maryland, United States, United States View → MB Mehdi Bensaida Mehdi Bensaida Colleague at Chevy Chase Trust Washington, District Of Columbia, United States, United States View →
2 education records

Kristi Bledsoe Henry education

Cfp Certification Courses, Financial Planning And Services

American University Of Financial Services

Bfa, Dance Performance

Shenandoah University

Activities and Societies: Omicron Delta Kappa, a leadership fraternity

FAQ

Frequently asked questions about Kristi Bledsoe Henry

Quick answers generated from the profile data available on this page.

What company does Kristi Bledsoe Henry work for?

Kristi Bledsoe Henry works for Chevy Chase Trust.

What is Kristi Bledsoe Henry's role at Chevy Chase Trust?

Kristi Bledsoe Henry is listed as Vice President, Financial Planning at Chevy Chase Trust at Chevy Chase Trust.

Where is Kristi Bledsoe Henry based?

Kristi Bledsoe Henry is based in New Market, Maryland, United States while working with Chevy Chase Trust.

What companies has Kristi Bledsoe Henry worked for?

Kristi Bledsoe Henry has worked for Chevy Chase Trust and Sutherland Asbill & Brennan Llp.

Who are Kristi Bledsoe Henry's colleagues at Chevy Chase Trust?

Kristi Bledsoe Henry's colleagues at Chevy Chase Trust include Wilma Knapen, Paul Duncan, Milena Mattingly, Frederick Hopkins, and Kimberly Navarro.

How can I contact Kristi Bledsoe Henry?

You can use AeroLeads to view verified contact signals for Kristi Bledsoe Henry at Chevy Chase Trust, including work email, phone, and LinkedIn data when available.

What schools did Kristi Bledsoe Henry attend?

Kristi Bledsoe Henry holds Cfp Certification Courses, Financial Planning And Services from American University Of Financial Services.

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