Blakely Financial

About Blakely Financial

Blakely Financial, Inc. is a financial planning and investment management firm founded in 1995 on the simple principle of stewardship, the ethic that embodies the responsible development and careful management of our client’s resources. As an independent financial planning firm, we serve our clients with objectivity, integrity, and experience with the goal of providing clarity, insight, and guidance regarding their financial goals. We act as fiduciaries for our clients by providing financial planning and advisor-managed investment solutions through Commonwealth Financial Network®.


Financial Planning Intern

March 2019 - May 2022 High Point, NC
“Working at Blakely Financial has been an amazing opportunity that has allowed me to get real-world experience in the financial planning field. Over the course of my internship, I had the opportunity to learn about all facets of how the firm operates while focusing on assisting the team with investment research and financial planning tasks. As I strengthened my investment research skills over my multi-semester internship, my responsibilities were significantly elevated to include tasks such as trading client accounts, making investment recommendations for model portfolios, implementing new portfolio strategies, and leading the firm's quarterly investment review meetings. From the skills I learned and strengthen over the course of my internship, I was able to obtain the APMA (Accredited Portfolio Management Advisor) professional designation to further advance my career in the finance industry. ”

Financial Planning Intern

January 2021 High Point, NC
“I enjoy that you apply practical concepts from classes to do real work that can help make a difference for clients. Each day is unique and the work is fulfilling, truly adding to the student experience. This is an opportunity that pays dividends and gives you great insight into the financial planning industry at such a young age.”
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