Shannon CFP

Vice President & Director of Financial Planning at Tanglewood Legacy Advisors - Houston, TX, US

Shannon CFP's Colleagues at Tanglewood Legacy Advisors
David Stuyck

Vice President

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Matthew Berti

Wealth Planning Associate

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Shannon Pike

Vice President, Director of Financial Planning

Contact Shannon Pike

Andrew Gardener

President

Contact Andrew Gardener

Kevin Roth

Managing Director

Contact Kevin Roth

Joanna Bauman

Client Service Associate

Contact Joanna Bauman

Brenda Wind

Operations Manager, CCO

Contact Brenda Wind

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Shannon CFP's Contact Details
Email (Verified)
***@Family-CFO.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
713-599-4999
Location
Company
Tanglewood Legacy Advisors
Shannon CFP's Company Details
Tanglewood Legacy Advisors logo, Tanglewood Legacy Advisors contact details

Tanglewood Legacy Advisors

Houston, TX, US • 10 - 19 Employees
Financial Services

Tanglewood Legacy Advisors, LLC is a Private Wealth Advisory Firm that develops Wealth Planning and Investment Management strategies for entrepreneurs, corporate executives, and family stewards. Established in 2003, and utilizing more than 75 years of wealth planning experience, the firm's team has intimate relationships with a limited number of families, and is dedicated to building relationships that will extend to future generations.The firm's focus is to understand and serve the needs, aspirations and the dreams of its clients.Tanglewood Legacy Advisors, LLC a Registered Investment Advisor.

Investment Consulting Wealth Planning Exit Planning Financial Services Financial Advisory Services
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Frequently Asked Questions about Shannon CFP
Shannon CFP currently works for Tanglewood Legacy Advisors, LLC.
Shannon CFP's role at Tanglewood Legacy Advisors, LLC is Vice President & Director of Financial Planning.
Shannon CFP's email address is ***@Family-CFO.com. To view Shannon CFP's full email address, please signup to ConnectPlex.
Shannon CFP works in the Financial Services industry.
Shannon CFP's colleagues at Tanglewood Legacy Advisors are David Stuyck, Matthew Berti, Shannon Pike, Andrew Gardener, Kevin Roth, Joanna Bauman, Brenda Wind and others.
Shannon CFP's phone number is 713-599-4999
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