Sean Kayes

Business Development Officer at Exencial Wealth Advisors - Oklahoma City, OK, US

Sean Kayes's Colleagues at Exencial Wealth Advisors
Kaye Tahiliani

Senior Wealth Advisor

Contact Kaye Tahiliani

Amanda Durbiano

Trader

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Tim Courtney

Chief Investment Officer

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Alex Klingelhoeffer

Wealth Advisor

Contact Alex Klingelhoeffer

Erin Richardson

Relationship Manager

Contact Erin Richardson

Jared Snider

Partner & Sr. Wealth Advisor

Contact Jared Snider

Ben Courtney

Investment Analyst

Contact Ben Courtney

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Sean Kayes'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 Metro
Company
Exencial Wealth Advisors
Sean Kayes'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 Sean Kayes
Sean Kayes currently works for Exencial Wealth Advisors.
Sean Kayes's role at Exencial Wealth Advisors is Business Development Officer.
Sean Kayes's email address is ***@exencialwealth.com. To view Sean Kayes's full email address, please signup to ConnectPlex.
Sean Kayes works in the Financial Services industry.
Sean Kayes's colleagues at Exencial Wealth Advisors are Kaye Tahiliani, Amanda Durbiano, Tim Courtney, Alex Klingelhoeffer, Erin Richardson, Jared Snider, Ben Courtney and others.
Sean Kayes's phone number is 405-478-1971
See more information about Sean Kayes