Emily Tierney Petty
Portefeuillebeheerder-Aandelen bij Windward Private Wealth Management, Inc.
Profiel
Ms. Emily T.
Petty is a Wealth Manager at Windward Private Wealth Management, Inc. She assists with a wide variety of financial planning and wealth management tasks, including preparation of client financial plans, investment recommendations and tax return preparation.
She received her B.S., Psychology and M.S., Personal Financial Planning degree from Kansas State University.
Actieve functies van Emily Tierney Petty
| Bedrijven | Functie | Begin |
|---|---|---|
Windward Private Wealth Management, Inc.
 Windward Private Wealth Management, Inc. Investment ManagersFinance Windward Private Wealth Management, Inc. (Windward) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Overland Park, Kansas. The firm was founded by Darrell Tierney in 1999. Windward provides a broad range of wealth management services to individuals and pension and profit-sharing plans. | Portefeuillebeheerder-Aandelen | 01-06-2010 |
Opleiding van Emily Tierney Petty
| Kansas State University | Graduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Windward Private Wealth Management, Inc.
Windward Private Wealth Management, Inc. Investment ManagersFinance Windward Private Wealth Management, Inc. (Windward) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Overland Park, Kansas. The firm was founded by Darrell Tierney in 1999. Windward provides a broad range of wealth management services to individuals and pension and profit-sharing plans. | Finance |
