Gratz Park Private Wealth
Company Management

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
Industry
Financial Services
Employees
9
Founded
2018
Funding
,
NAICS
Finance and Insurance
Monetary 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 Contact
Emily Wick Director of Operations, Gppw - Practice Strategic Business Manager, Rjfs at Gratz Park Private Wealth
View
Savannah Martin Wealth Advisor, Rjfs at Gratz Park Private Wealth
Email Phone
Sherry Holley President, Gppw - Senior Wealth Advisor, Rjfs at Gratz Park Private Wealth
Email
Ginger Ford Vice President, Gppw - Registered Financial Professional, Rjfs
Email Phone

Employees by Management Level

Executive 2 profiles
Director 2 profiles
Individual contributor 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 1
General 1 1 0

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