Jen Flaherty
Portefeuillebeheerder-Aandelen bij Liberty Wealth Advisors LLC
Profiel
Ms. Jennifer C.
Flaherty is a Financial Advisor at Prime Capital Investment Advisors LLC and a Financial Advisor at Liberty Wealth Advisors LLC.
She has been helping clients toward their long-term financial goals since then.
She brings a range of experience to her position at the firm.
Ms. Flaherty has provided financial planning support to several financial advisor teams at Merrill Lynch, and has also worked at a small wealth management firm, helping clients develop personalized financial plans.
She worked in the mortgage and manufacturing industries, leading teams and improving products and processes.
Ms. Flaherty earned a Bachelor of Science degree in Chemical Engineering from Michigan State University.
She is a Six Sigma Black Belt and obtained her Quality Engineer Certification through the American Society of Quality and has attained a Personal Financial Planner certification from Oakland University, as well as the CFP certification and CRPC designation.
Actieve functies van Jen Flaherty
| Bedrijven | Functie | Begin |
|---|---|---|
Liberty Wealth Advisors LLC
 Liberty Wealth Advisors LLC Investment ManagersFinance Liberty Wealth Advisors LLC (LWA) is a wealth management firm headquartered in Naples, Florida. The firm was founded by James Gladney and Richard Ferri in 1999 as Portfolio Solutions LLC. They were acquired by Prime Capital Investment Advisors LLC in 2022. LWA offers a full spectrum of financial advisory and wealth planning services to individuals, high-net-worth individuals, trusts, estates, endowments, institutions, individual participants of retirement plans, pension and profit-sharing plans, charitable organizations, corporations, and other businesses. | Portefeuillebeheerder-Aandelen | 01-01-2008 |
Prime Capital Investment Advisors LLC
 Prime Capital Investment Advisors LLC Investment ManagersFinance Prime Capital Investment Advisors LLC (PCIA) is a SEC-registered asset management firm headquartered in Overland Park, Kansas. The firm was founded in 2017 and is a wholly-owned subsidiary of CHHSZ Holdings LLC. Prior to 2017, PCIA was known as Lawing Financial, Inc. PCIA provides full-service financial planning, which includes fee-based asset management, qualified plan design and implementation, and wealth management for high-net worth individuals. | Portefeuillebeheerder-Aandelen | 01-12-2022 |
Opleiding van Jen Flaherty
| Michigan State University | Undergraduate Degree |
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
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Liberty Wealth Advisors LLC
Liberty Wealth Advisors LLC Investment ManagersFinance Liberty Wealth Advisors LLC (LWA) is a wealth management firm headquartered in Naples, Florida. The firm was founded by James Gladney and Richard Ferri in 1999 as Portfolio Solutions LLC. They were acquired by Prime Capital Investment Advisors LLC in 2022. LWA offers a full spectrum of financial advisory and wealth planning services to individuals, high-net-worth individuals, trusts, estates, endowments, institutions, individual participants of retirement plans, pension and profit-sharing plans, charitable organizations, corporations, and other businesses. | Finance |
Prime Capital Investment Advisors LLC
Prime Capital Investment Advisors LLC Investment ManagersFinance Prime Capital Investment Advisors LLC (PCIA) is a SEC-registered asset management firm headquartered in Overland Park, Kansas. The firm was founded in 2017 and is a wholly-owned subsidiary of CHHSZ Holdings LLC. Prior to 2017, PCIA was known as Lawing Financial, Inc. PCIA provides full-service financial planning, which includes fee-based asset management, qualified plan design and implementation, and wealth management for high-net worth individuals. | Finance |
