Shannon Kirkpatrick

Investment Advisor Representative at Selective Wealth Management - Lynchburg, VA, US

Shannon Kirkpatrick's Colleagues at Selective Wealth Management
David Butz

Chief Technology Officer

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Christopher Devlin

Chief Investment Officer

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Cindy Fridley

Administrative Specialist

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Julian Peller

Data Scientist

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Drew Neiderer

Investment Advisor Representative

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Matt Turner

Partner

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Christopher Charte

Financial Advisor

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Shannon Kirkpatrick's Contact Details
Email (Verified)
***@selectivewm.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
434-515-1517
Location
Lynchburg,Virginia,United States
Company
Selective Wealth Management
Shannon Kirkpatrick's Company Details
Selective Wealth Management logo, Selective Wealth Management contact details

Selective Wealth Management

Lynchburg, VA, US • 20 - 49 Employees
Financial Services

Selective Wealth Management is an investment advisory firm dedicated to helping clients secure their financial futures through investment expertise. Selective Wealth Management meets the needs of both individuals and institutions through various investment options such as 401Ks, IRAs, and Coverdell Education Saving Accounts.Our mission is to build the wealth of our clients by analyzing and purchasing what we believe to be exceptional businesses at affordable prices in an effort to build a portfolio of companies that will prosper for years to come.

Investment Expertise Education High Conviction Fund Fundamental Analysis
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Frequently Asked Questions about Shannon Kirkpatrick
Shannon Kirkpatrick currently works for Selective Wealth Management.
Shannon Kirkpatrick's role at Selective Wealth Management is Investment Advisor Representative.
Shannon Kirkpatrick's email address is ***@selectivewm.com. To view Shannon Kirkpatrick's full email address, please signup to ConnectPlex.
Shannon Kirkpatrick works in the Financial Services industry.
Shannon Kirkpatrick's colleagues at Selective Wealth Management are David Butz, Christopher Devlin, Cindy Fridley, Julian Peller, Drew Neiderer, Matt Turner, Christopher Charte and others.
Shannon Kirkpatrick's phone number is 434-515-1517
See more information about Shannon Kirkpatrick