James Griffin

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

James Griffin's Colleagues at Exencial Wealth Advisors
Suzanne Fitzgerald

President, Executive Counseling

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Diane Marco

Executive Assistant, Business Development

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Samuel Rice

Financial Advisor

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Punya Coelho

Tax Manager

Contact Punya Coelho

Xiujuan Zhang

Student

Contact Xiujuan Zhang

Andrea Elliott

Executive Assistant

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Pete Trontis

Senior Portfolio Manager

Contact Pete Trontis

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James Griffin'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
Oxford,Mississippi,United States
Company
Exencial Wealth Advisors
James Griffin'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 James Griffin
James Griffin currently works for Exencial Wealth Advisors.
James Griffin's role at Exencial Wealth Advisors is Office Manager.
James Griffin's email address is ***@exencialwealth.com. To view James Griffin's full email address, please signup to ConnectPlex.
James Griffin works in the Financial Services industry.
James Griffin's colleagues at Exencial Wealth Advisors are Suzanne Fitzgerald, Diane Marco, Samuel Rice, Punya Coelho, Xiujuan Zhang, Andrea Elliott, Pete Trontis and others.
James Griffin's phone number is 405-478-1971
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