Brienne Smith
Nessuna posizione attualmente
Profilo
Ms. Brienne joined Legacy Wealth Management in 2008.
Prior to that, she was at William Howard & Co. and Financial Advisors, Inc., where she prepared financial plans and performed various retirement, education and insurance analyses and capital projections for clients.
Ms. Brienne received both her MBA and B.A.
in Finance from the University of Memphis.
She received her CFP certification in 2008.
Precedenti posizioni note di Brienne Smith
| Società | Posizione | Fine |
|---|---|---|
Legacy Wealth Management, Inc.
 Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | Corporate Officer/Principal | 15/11/2010 |
Formazione di Brienne Smith
| University of Memphis | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 1 |
|---|---|
Legacy Wealth Management, Inc.
Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | Finance |
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- Brienne Smith
