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Venita Zavidny, CFP®

Senior Vice President & Relationship Manager

Venita Zavidny

Venita is a Senior Vice President and Relationship Manager with Kanaly Trust. In this role, she manages the long-term personal financial needs of clients and their families. This work entails developing a deep understanding of the specific financial condition of her clients and their long-term goals including legacy objectives. Once she has mastered the scope of work, Venita works closely with the client family and their other advisors to assist in formulating solutions. Many times those solutions require implementation and ongoing administration of various complex structures.

Venita has over twenty years of experience in the personal finance and investment fields and is a Certified Financial Planner™ practitioner. Before joining Kanaly in 2004, she was employed with Wells Fargo Private Client Services.

Venita received her undergraduate degree with honors from DePaul University and is currently pursuing a graduate degree in Management with a focus on Finance from Harvard Extension.

As a volunteer for the Houston Methodist Hospital’s ALS clinic, Venita provides pro bono financial planning guidance to individuals who have recently been diagnosed with ALS. She has also co-authored and presented continuing education courses on Special Needs Trusts and has developed a video series focused on disability planning issues.

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