Kenie Wrenn,

WMS, CDFA® First Vice President

As a Raleigh‑based wealth management advisor with over 35 years of experience, Kenie is committed to ensuring clients feel truly heard, understood, and supported from the very first conversation. She delivers holistic financial planning and personalized guidance, offering the white‑glove service her clients expect and deserve. Kenie believes that effective wealth management looks at the full financial picture, and her comprehensive, solutions‑focused approach - rooted in her clients’ best interests - is what sets her apart.

A lifelong resident of Raleigh, North Carolina, Kenie earned her bachelor’s degree in Speech Communications from the University of North Carolina at Chapel Hill. She began her career in 1988 as a financial advisor at Morgan Stanley/Dean Witter, where she served clients for nearly two decades. She later joined Wachovia, which became part of Wells Fargo, before transitioning to Raymond James in 2019. Each step in her career was taken thoughtfully and intentionally, guided by what she believed would best serve her clients’ needs.

Outside the office, Kenie enjoys playing tennis, golfing, reading, and visiting the beach. She is the proud mother of two daughters, Nicole and Hadley. As a Rotarian for more than 20 years, Kenie remains deeply committed to community service and actively supports local organizations including Healing Transitions and Alliance Medical in Raleigh.

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