Ashley Patterson

Tax Administrator at Exencial Wealth Advisors - Oklahoma City, OK, US

Ashley Patterson's Colleagues at Exencial Wealth Advisors
Austin Winsett

Financial Advisor

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Gianna Mossotti

Relationship Manager

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Dustin Schuetz

Tax Accountant

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John Brown

Consulting Advisor

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Jason Niebauer

Full Stack Web Developer

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Conner Sikes

Operations Specialist

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Julie Cavanaugh

Operations Specialist

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Ashley Patterson'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
Plano, Texas
Company
Exencial Wealth Advisors
Ashley Patterson'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 Ashley Patterson
Ashley Patterson currently works for Exencial Wealth Advisors.
Ashley Patterson's role at Exencial Wealth Advisors is Tax Administrator.
Ashley Patterson's email address is ***@exencialwealth.com. To view Ashley Patterson's full email address, please signup to ConnectPlex.
Ashley Patterson works in the Financial Services industry.
Ashley Patterson's colleagues at Exencial Wealth Advisors are Austin Winsett, Gianna Mossotti, Dustin Schuetz, John Brown, Jason Niebauer, Conner Sikes, Julie Cavanaugh and others.
Ashley Patterson's phone number is 405-478-1971
See more information about Ashley Patterson