Venturi is proud to announce that Chris Creed has joined our team as a Senior Lead Advisor. Chris partners with new clients to organize, plan, and manage all aspects of their family’s financial life. As a Certified Financial Planner® professional, Chris creates customized wealth planning strategies unique to highly affluent clients. Having twenty-four years of […]

Venturi Wealth Management hosted the first ever Venturi Women’s Conference sponsored by Fidelity Investments featuring Kristen Heaney, author of In Three Generations: A Story About Family, Wealth, And Beating The Odds. The lunch event was held at Venturi’s office on March 27th, 2018. Those in attendance participated in a lively discussion on navigating the blessings and […]

We would like to introduce you to each of our team members. This week, please meet Mike Banks, Chief Financial Officer, Chief Operating Officer, and Chief Compliance Officer. What is your background? I grew up in California, but am glad to say that I have been in Texas my entire adult life. I married my […]