Amber Andregg

Amber Andregg Email and Phone Number

Managing Partner, Founder @ Symphony Wealth Group
Plano, TX, US
Amber Andregg's Location
Plano, Texas, United States, United States
Amber Andregg's Contact Details

Amber Andregg personal email

n/a
About Amber Andregg

Amber Andregg is a Managing Partner, Founder at Symphony Wealth Group. She possess expertise in leadership, public speaking, financial planning, finance, asset allocation and 14 more skills.

Amber Andregg's Current Company Details
Symphony Wealth Group

Symphony Wealth Group

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Managing Partner, Founder
Plano, TX, US
Amber Andregg Work Experience Details
  • Symphony Wealth Group
    Managing Partner, Founder
    Symphony Wealth Group
    Plano, Tx, Us
  • Symphony Wealth Group
    Managing Partner, Founder
    Symphony Wealth Group Oct 2023 - Present
    Plano, Texas, Us
    At Symphony Wealth Group, we help our clients orchestrate their entire financial futures to achieve their ultimate short and long term goals. We create custom strategies for our clients that encompass investments, estate planning, tax strategies, legacy and charitable goals and risk management needs. We are supported by Kestra Private Wealth to offer clients world-class investment solutions and capabilities.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (KPWS), an affiliate of Kestra IS. Symphony Wealth Group is not affiliated with Kestra IS or KPWS.This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of KPWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at (844-553-7872).
  • Goldman Sachs Personal Financial Management
    Vice President
    Goldman Sachs Personal Financial Management Jun 2019 - Oct 2023
    Investment Advisory services offered by United Capital Financial Advisers, LLC, a Goldman Sachs Company.
  • United Capital Financial Advisers, Llc
    Wealth Adviser
    United Capital Financial Advisers, Llc Aug 2012 - Oct 2023
    Irving, Texas, Us
    Registrations: Series 7, Series 66 Securities Registrations, Group Life 972-409-0885www.unitedcp.comwww.adviserinfo.sec.orgwww.brokercheck.finra.org
  • Ricker Retirement Specialists
    Lpl Financial Planner
    Ricker Retirement Specialists Dec 2008 - Apr 2012
    Allen, Texas, Us
  • Cheley Colorado Camps
    Riflery Counselor
    Cheley Colorado Camps May 2005 - Aug 2006
    Estes Park, Colorado, Us
    I educated and trained young women, age 14-17, in the sport of riflery while prioritizing safe gun handling skills and superb shooting form and technique. I fostered a fun and encouraging environment for the girls to thrive in while educating them on the benefit of goal setting and continual personal improvement.

Amber Andregg Skills

Leadership Public Speaking Financial Planning Finance Asset Allocation Strategic Planning Mutual Funds Uniform Combined State Law Strategic Financial Planning Microsoft Office Microsoft Excel Marketing Customer Service Financial Analysis Quickbooks Management Financial Reporting Retirement Series 7

Amber Andregg Education Details

  • Texas State University
    Texas State University
    Latin American Business Certificant
  • Ursuline Academy Of Dallas
    Ursuline Academy Of Dallas
    High School Diploma

Frequently Asked Questions about Amber Andregg

What company does Amber Andregg work for?

Amber Andregg works for Symphony Wealth Group

What is Amber Andregg's role at the current company?

Amber Andregg's current role is Managing Partner, Founder.

What is Amber Andregg's email address?

Amber Andregg's email address is am****@****ent.com

What schools did Amber Andregg attend?

Amber Andregg attended Texas State University, Ursuline Academy Of Dallas.

What skills is Amber Andregg known for?

Amber Andregg has skills like Leadership, Public Speaking, Financial Planning, Finance, Asset Allocation, Strategic Planning, Mutual Funds, Uniform Combined State Law, Strategic Financial Planning, Microsoft Office, Microsoft Excel, Marketing.

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