Andrea Elliott

Executive Assistant at Exencial Wealth Advisors - Oklahoma City, OK, US

Andrea Elliott's Colleagues at Exencial Wealth Advisors
Shelby Whitmore

Senior Accountant

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Amy Sewell

Tax Manager

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Bryce Harrison

Wealth Advisor

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Kyle Hafstad

Estate Planning Advisor

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Michael Conerly

Senior Portfolio Manager

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Pete Trontis

Senior Portfolio Manager

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Craig Wezenski

Partner & Director of Business Development

Contact Craig Wezenski

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Andrea Elliott's Contact Details
Email (Verified)
***@exencialwealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
405-478-1971
Location
Oklahoma City,Oklahoma,United States
Company
Exencial Wealth Advisors
Andrea Elliott's Company Details
Exencial Wealth Advisors logo, Exencial Wealth Advisors contact details

Exencial Wealth Advisors

Oklahoma City, OK, US • 100 - 249 Employees
Financial Services

Exencial is a leading independent wealth management firm.We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms.We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning.Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.

Finance Financial Services Financial Advisory Services Investment Banking Asset Management
Details about Exencial Wealth Advisors
Frequently Asked Questions about Andrea Elliott
Andrea Elliott currently works for Exencial Wealth Advisors.
Andrea Elliott's role at Exencial Wealth Advisors is Executive Assistant.
Andrea Elliott's email address is ***@exencialwealth.com. To view Andrea Elliott's full email address, please signup to ConnectPlex.
Andrea Elliott works in the Financial Services industry.
Andrea Elliott's colleagues at Exencial Wealth Advisors are Shelby Whitmore, Amy Sewell, Bryce Harrison, Kyle Hafstad, Michael Conerly, Pete Trontis, Craig Wezenski and others.
Andrea Elliott's phone number is 405-478-1971
See more information about Andrea Elliott