Profiel
Ms. Jacquelyn S.
Friedrich is a Director of Financial Planning & Financial Advisor at Altavista Wealth Management, Inc. At Altavista Wealth Management, she is a Lead Relationship Manager for approximately 50 clients.
She is the Director of Financial Planning for the firm leading the efforts to fulfill clients’ financial planning needs.
She is a member of the Investment Committee and actively involved in the research of mutual funds and sub-advisor relationship.
She is a financial planning and investment management professional with over 25 years of industry experience.
Before joining Altavista Wealth Management, she spent her entire career here in Asheville working with three local firms providing financial planning and investment management services.
She is experienced in working with high net worth individuals as they plan for and enter retirement.
Ms. Friedrich received her Bachelor's degree in Accounting from the University of North Carolina at Chapel Hill.
Eerdere bekende functies van Jacqui Friedrich
| Bedrijven | Functie | Einde |
|---|---|---|
Altavista Wealth Management, Inc.
 Altavista Wealth Management, Inc. Investment ManagersFinance Altavista Wealth Management, Inc. (Altavista) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Greg Jones in 2003 and was acquired by Beacon Pointe Advisors LLC in 2022. Altavista provides a wide range of investment management and fiduciary services to individuals, pension and profit-sharing plans, trusts, bank or thrift institutions, and business entities. | Analyst-Equity | 24-02-2022 |
Boys, Arnold & Co., Inc.
 Boys, Arnold & Co., Inc. Investment ManagersFinance Founded in 1977, Boys, Arnold & Co., Inc. is a wealth management firm and registered investment advisor located in Asheville, North Carolina. The firm provides investment counsel and financial planning for individuals, organizations and institutions. | Corporate Officer/Principal | - |
Opleiding van Jacqui Friedrich
| The University of North Carolina at Chapel Hill | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Altavista Wealth Management, Inc.
Altavista Wealth Management, Inc. Investment ManagersFinance Altavista Wealth Management, Inc. (Altavista) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Greg Jones in 2003 and was acquired by Beacon Pointe Advisors LLC in 2022. Altavista provides a wide range of investment management and fiduciary services to individuals, pension and profit-sharing plans, trusts, bank or thrift institutions, and business entities. | Finance |
Boys, Arnold & Co., Inc.
Boys, Arnold & Co., Inc. Investment ManagersFinance Founded in 1977, Boys, Arnold & Co., Inc. is a wealth management firm and registered investment advisor located in Asheville, North Carolina. The firm provides investment counsel and financial planning for individuals, organizations and institutions. | Finance |
