Avery Knowles
Economics & Finance Student | Financial Advising Intern
- Role
- Financial Advising Intern at Family Legacy Financial Solutions
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
About Avery Knowles
I am a Finance and Economics student at the University of North Carolina at Greensboro…
Experience
Financial Advising Intern
Family Legacy Financial Solutions
May 2025 — Present · Cary, NC, US
Build personalized financial plans for members - Synthesized complex meeting discussions into clear and concise summaries- Utilize financial planning software and CRMs, including RightCapital, Black Diamond, and WealthBox, for reporting, plan building, data management, and general operational tasks - Passed the Series 65 Uniform Investment Adviser Law Exam
Education
University of North Carolina at Greensboro
Economics & Finance
Riverside High School
High School Diploma
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