Jim Bailey

Senior Wealth Advisor and Portfolio Manager at Exencial Wealth Advisors - Oklahoma City, OK, US

Jim Bailey's Colleagues at Exencial Wealth Advisors
Kyle Hafstad

Estate Planning Advisor

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Amy Sewell

Tax Manager

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Shelby Whitmore

Senior Accountant

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Bryce Harrison

Wealth Advisor

Contact Bryce Harrison

Cydney Higgins

Marketing Manager

Contact Cydney Higgins

David Y.

Investment Analyst/Portfolio Manager

Contact David Y.

Nina Carr

CPA Tax Reviewer

Contact Nina Carr

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Jim Bailey'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
Enon Valley, Pennsylvania, United States
Company
Exencial Wealth Advisors
Jim Bailey'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 Jim Bailey
Jim Bailey currently works for Exencial Wealth Advisors.
Jim Bailey's role at Exencial Wealth Advisors is Senior Wealth Advisor and Portfolio Manager.
Jim Bailey's email address is ***@exencialwealth.com. To view Jim Bailey's full email address, please signup to ConnectPlex.
Jim Bailey works in the Financial Services industry.
Jim Bailey's colleagues at Exencial Wealth Advisors are Kyle Hafstad, Amy Sewell, Shelby Whitmore, Bryce Harrison, Cydney Higgins, David Y., Nina Carr and others.
Jim Bailey's phone number is 405-478-1971
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