Gianna Mossotti

Relationship Manager at Exencial Wealth Advisors - Oklahoma City, OK, US

Gianna Mossotti's Colleagues at Exencial Wealth Advisors
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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Thomas McGuigan

Principal

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David Poudrier

Business Development Officer

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Gianna Mossotti'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
Dallas, Texas, United States
Company
Exencial Wealth Advisors
Gianna Mossotti'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
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Frequently Asked Questions about Gianna Mossotti
Gianna Mossotti currently works for Exencial Wealth Advisors.
Gianna Mossotti's role at Exencial Wealth Advisors is Relationship Manager.
Gianna Mossotti's email address is ***@exencialwealth.com. To view Gianna Mossotti's full email address, please signup to ConnectPlex.
Gianna Mossotti works in the Financial Services industry.
Gianna Mossotti's colleagues at Exencial Wealth Advisors are Dustin Schuetz, John Brown, Jason Niebauer, Conner Sikes, Julie Cavanaugh, Thomas McGuigan, David Poudrier and others.
Gianna Mossotti's phone number is 405-478-1971
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