Category: Announcements

Venturi Welcomes Senior Lead Advisor, Chris Creed

Announcements  |   November 2, 2018  |  
Michael Catanese

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 Expands Team and Opens New Office in Oklahoma City

Announcements, General  |   September 21, 2018  |  
Russ Norwood

We are pleased to announce the addition of members of The Waypoint Investment Group team of Wells Fargo in Oklahoma City, OK. Joey Sager and DeWayne Crunk will be joining Venturi as our newest partners and leading our expansion into Oklahoma with the support of their team members, Pat Fletcher and Melissa Heiman.  Joey and […]

Five Reasons Venturi Was Named to the FT 300 for the Second Year in a Row

Announcements  |   July 2, 2018  |  
Russ Norwood

Venturi Wealth Management is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The Financial Times recognizes top independent RIA firms from across the U.S. annually. This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, […]