Pete Trontis

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

Pete Trontis's Colleagues at Exencial Wealth Advisors
Craig Wezenski

Partner & Director of Business Development

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Karen Boschert

Senior Wealth Advisor

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Spencer Noble

Equity Trader, Client Service Associate

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Michael Conerly

Senior Portfolio Manager

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Sean Kayes

Business Development Officer

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Kaye Tahiliani

Senior Wealth Advisor

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Amanda Durbiano

Trader

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Pete Trontis'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
Charlotte, North Carolina, United States
Company
Exencial Wealth Advisors
Pete Trontis'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 Pete Trontis
Pete Trontis currently works for Exencial Wealth Advisors.
Pete Trontis's role at Exencial Wealth Advisors is Senior Portfolio Manager.
Pete Trontis's email address is ***@exencialwealth.com. To view Pete Trontis's full email address, please signup to ConnectPlex.
Pete Trontis works in the Financial Services industry.
Pete Trontis's colleagues at Exencial Wealth Advisors are Craig Wezenski, Karen Boschert, Spencer Noble, Michael Conerly, Sean Kayes, Kaye Tahiliani, Amanda Durbiano and others.
Pete Trontis's phone number is 405-478-1971
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