Whitney Mitchell

email marketing specialist at XY Planning Network - Bozeman, MT, US

Whitney Mitchell's Colleagues at XY Planning Network

Terria Heng

Compliance Consultant

Contact Terria Heng

Gary Smith

Bossier City Area - CFA

Contact Gary Smith

Avery Heinz

Tax Intern

Contact Avery Heinz

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Whitney Mitchell's Contact Details

Email (Verified)
***@xyplanningnetwork.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
N/A

Location

Company
XY Planning Network

Whitney Mitchell's Company Details

XY Planning Network

Bozeman, MT, US • 100 - 249 Employees
Financial Services

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients.Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that supports and encourages financial advisors who want to forge a new path in the industry. We offer comprehensive resources to help you run better and more successful business.Our mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients.Whether you're an established advisor already working with Gen X and Gen Y clients, or you're looking to start your own firm, XY Planning Network is here to help.

Fee Only Financial Planning Business Coaching B2C Financial Services Financial Advisory Services Membership Organizations Business Services fintech

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Frequently Asked Questions about Whitney Mitchell

Whitney Mitchell currently works for XY Planning Network.

Whitney Mitchell's role at XY Planning Network is email marketing specialist.

Whitney Mitchell's email address is ***@xyplanningnetwork.com. To view Whitney Mitchell's full email address, please signup to ConnectPlex.

Whitney Mitchell works in the Financial Services industry.

Whitney Mitchell's colleagues at XY Planning Network are John Scotto, Terria Heng, Katie Ament, Milan Chokshi, Eryn Young, Gary Smith, Avery Heinz and others.

Whitney Mitchell's phone number is N/A