Jeri Liedl
Chief Operating Officer at Trinity Portfolio Advisors, LLC - Southlake, Texas, United States
Jeri Liedl's Colleagues at Trinity Portfolio Advisors, LLC
Jeri Liedl's Contact Details
HQ
Location
Dallas,Texas,United States
Dallas,Texas,United States
Company
Trinity Portfolio Advisors, LLC
Trinity Portfolio Advisors, LLC
Jeri Liedl's Company Details
Trinity Portfolio Advisors, LLC
Southlake, Texas, United States • 11 - 50 EmployeesInvestment Management
Trinity is a financial planning firm that helps clients align their wealth with their values. Together we implement a strategic approach that will define your goals, examine your current reality, develop a personal strategy, continually review your progress and make adjustments where needed. We exist to help people achieve their goals as it pertains to their wealth, empowering them to carry out their purpose.
Frequently Asked Questions about Jeri Liedl
Jeri Liedl currently works for Trinity Portfolio Advisors, LLC.
Jeri Liedl's role at Trinity Portfolio Advisors, LLC is Chief Operating Officer.
Jeri Liedl's email address is ***@trinityportfolio.com. To view Jeri Liedl's full email address, please signup to ConnectPlex.
Jeri Liedl works in the Investment Management industry.
Jeri Liedl's colleagues at Trinity Portfolio Advisors, LLC are Tiffany Taylor, Annette Thompson, Margaret Mathis, Toni Hauser, Jeff Mccain, Bronson Hill and others.
Jeri Liedl's phone number is