Stephanie D. Allen, JD, LLM-Tax, CWS©

Stephanie started her career as an estate planning and probate attorney in private law practice. In 2015, she shifted focus into the administration of trusts and estates as a Trust Officer & Wealth Advisor for Frost Wealth Advisors then for Argent Trust Company. Stephanie earned her law degree from Regent University in Virginia Beach, Virginia, […]

Ryan Smith

Ryan Smith is a Senior Lead Advisor for Venturi Private Wealth. Ryan provides investment advice and wealth management strategies to individuals, foundations, endowments and family offices. His passion is connecting his client’s long-term goals with near term investment and structure decisions. Ryan started his career in Chicago with one of the largest independently owned investment […]

Rachael Wyatt, CIMA®, CDFA®

Rachael Wyatt is a Senior Lead Advisor with Venturi Private Wealth.  Rachael has more than two decades of experience in the wealth management industry,  the majority of which was with Bank of America Merrill Lynch where she served as a Senior Vice President in the Private Bank working closely with a team of highly credentialed […]