Shelby Whitmore

Senior Accountant at Exencial Wealth Advisors - Oklahoma City, OK, US

Shelby Whitmore's Colleagues at Exencial Wealth Advisors
Bryce Harrison

Wealth Advisor

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Cydney Higgins

Marketing Manager

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David Y.

Investment Analyst/Portfolio Manager

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Nina Carr

CPA Tax Reviewer

Contact Nina Carr

Caleb CFA

Chief Operations Officer

Contact Caleb CFA

John CFP

Co-CEO

Contact John CFP

Derek CPA

CFO and Tax Director

Contact Derek CPA

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Shelby Whitmore'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
Dallas-Fort Worth Metroplex
Company
Exencial Wealth Advisors
Shelby Whitmore'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
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Frequently Asked Questions about Shelby Whitmore
Shelby Whitmore currently works for Exencial Wealth Advisors.
Shelby Whitmore's role at Exencial Wealth Advisors is Senior Accountant.
Shelby Whitmore's email address is ***@exencialwealth.com. To view Shelby Whitmore's full email address, please signup to ConnectPlex.
Shelby Whitmore works in the Financial Services industry.
Shelby Whitmore's colleagues at Exencial Wealth Advisors are Bryce Harrison, Cydney Higgins, David Y., Nina Carr, Caleb CFA, John CFP, Derek CPA and others.
Shelby Whitmore's phone number is 405-478-1971
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