Gratz Park Private Wealth
Financial Services
Lexington, Kentucky, United States
9 employees
- Employees
- 9
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Gratz Park Private Wealth Overview
- Headquarters
- Lexington, Kentucky, United States
- Website
- gratzparkprivatewealth.com
- Industry
- Financial Services
- Employees
- 9
- Founded
- 2018
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Gratz Park Private Wealth
An Intuitive Approach To Your Wealth - As mothers, sisters, daughters and community leaders, we believe that family is everything. From day one, we’re an advocate for you, your family and your legacy. Our intuitive approach to wealth planning allows us to educate and empower our clients as we create a plan and develop strategies to organize, grow and protect their wealth. We’ve built our foundation on trust, compassion, relationships, and systems designed to serve your family's wealth management needs with an experience that is as unique as you are. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Securities offered exclusively through Raymond James Financial Services, Inc., member FINRA/SIPC Gratz Park Private Wealth is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
Gratz Park Private Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Gratz Park Private Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Emily Wick | Director of Operations, Gppw - Practice Strategic Business Manager, Rjfs at Gratz Park Private Wealth | Greater Lexington Area, United States |
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|
| Savannah Martin | Wealth Advisor, Rjfs at Gratz Park Private Wealth | Lexington, Kentucky, United States |
Email
Phone
|
| Sherry Holley | President, Gppw - Senior Wealth Advisor, Rjfs at Gratz Park Private Wealth | Lexington, Kentucky, United States |
Email
|
| Ginger Ford | Vice President, Gppw - Registered Financial Professional, Rjfs | Lexington, Kentucky, United States |
Email
Phone
|
Employees by Management Level
Executive
2 profiles
Director
2 profiles
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 1 |
| General | 1 | 1 | 0 |
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