Brandy Wright
CDFA®, CFP®
Founder, senior financial counsel
Brandy Wright is the Founder and a Senior Financial Advisor at BLAKE Financial Counsel. She specializes in working with Fortune 500 executives, executive retirees, divorcees, widows and women and has extensive experience designing and implementing complex financial plans for them. She is focused on each of their specific financial planning hurdles and needs.
Brandy holds a Bachelor of Arts degree in Finance with a minor in Risk Management from Georgia Southern University as well as a Master's Degree in Business Administration from Georgia State University. She is a Certified Divorce Financial Analyst® and holds the CFP® certification. She is a member of the National Association of Personal Financial Advisors and of the Atlanta Estate Planning Council.
Brandy founded BLAKE Financial Counsel in 2019. Previously, she had joined Modera with the team at Cambridge Wealth Counsel in 2017. Prior to joining Cambridge Wealth Counsel, she worked for The AYCO Company, L.P., a subsidiary of Goldman Sachs, holding various positions as an analyst, financial planner and eventually as Vice President. Brandy also spent several years as a trust officer with SunTrust Bank in its Fortune 500 executive pension group.
Brandy lives in Sandy Springs, Georgia, with her mother Shirley, her daughter Blakely and three dogs, Bentley, Barnsley, and Jamesley. Plus, can't forget the cat, Brady. She is a Kappa Delta Sorority alumna. While not working, she enjoys the beach, movies, charitable events, holiday traditions, UGA football, friends and family and trying to keep up with a very happy and active Blakely and figuring out which dog did it!??
Julia Prescott
Senior Planning Associate, JD, MBA, CFP
Julia Prescott is a Senior Financial Advisor at BLAKE Financial Counsel. She has extensive experience working with Family Businesses, Entrepreneurs, Retirees, and Fortune 1000 Executives. Her work has always been motivated by a quote from Joe Jamail, “If you are not emotionally involved, your client is not getting your best effort.”
Julia holds a Bachelor of Arts degree in Philosophy and French from Skidmore College as well as a Juris Doctorate and Masters of Business Administration from Georgia State University. She also holds the CFP Certification, and is a member of the Georgia Bar and Atlanta Estate Planning Council.
Previously, Julia was a member of the team at SignatureFD. Prior to joining SignatureFD, she worked for The AYCO Compay, L.P., a subsidiary of Goldman Sachs.
Julia lives in Roswell, Georgia, with her husband and sons, Charles and Henry, and her dog, Tara. When not working, Julia enjoys traveling with her family, running, working on her blog which focuses on helping moms understand their family’s financial world (Playgroundfinancialplanner.com), and watching her boys grown/take on the world around them.