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Peggy W. Etheridge, Cfp® is listed as Managing Partner, Willow Bend Wealth Management at Willow Bend Wealth Management, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at comcast.net and a matched LinkedIn profile for Peggy W. Etheridge, Cfp®.
Peggy W. Etheridge, Cfp® previously worked as Managing Partner at Willow Bend Wealth Management and Financial Advisor, Senior Vice President - Investments at Wells Fargo Advisors. Peggy W. Etheridge, Cfp® holds Bachelor Of Science from Texas A&M University.
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Mission Statement: Managing wealth goes far beyond just managing your investment portfolio. The Willow Bend Group of Wells Fargo Advisors believes the key to true wealth management begins with a customized plan that encompasses our client’s personal goals and dreams, as well as an accurate evaluation of the financial forces at work in their lives. The goal of this plan is to help give our clients the confidence and courage to weather any financial storm they may encounter. Just as the financial markets are never the same, our client’s lives are never static. We can meet to review your investment plan and make updates as needed. By having this financial roadmap at our disposal, our team is equipped to help guide each client through the various stages of their financial life. Please see my website: https://home.wellsfargoadvisors.com/willow-bend Please contact me by e-mail: peggy.etheridge@wfadvisors.com, or by Phone: 972-473-5918.This information is intended for use by residents of AZ, CA, CO, FL, KS, MT, NC, TN, TX, WA, WI only.Registrations obtained includes the Series 7, 31, 63, and 65./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.
Listed skills include Investments, Alternative Investments, Retirement Planning, Financial Advisory, and 7 others.
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Plano, Texas, United States
Peggy Etheridge is a founding partner of Willow Bend Wealth Management (5560 Tennyson Parkway, Suite 130, Plano, TX 75024). She has attained the CERTIFIED FINANCIAL PLANNER™ certification and is a managing partner of the firm.
2400 Dallas Parkway, Plano, Tx 75093
Peggy Etheridge is holds a CERTIFIED FINANCIAL PLANNER™ certification and as a Financial Advisor, part of the Willow Bend Group of Wells Fargo Advisors.Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
7500 Dallas Parkway, Suite 500, Plano, Tx 75024
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Peggy W. Etheridge, Cfp® works for Willow Bend Wealth Management.
Peggy W. Etheridge, Cfp® is listed as Managing Partner, Willow Bend Wealth Management at Willow Bend Wealth Management.
AeroLeads has found 1 work email signal at @comcast.net for Peggy W. Etheridge, Cfp® at Willow Bend Wealth Management.
Peggy W. Etheridge, Cfp® is based in Dallas-Fort Worth Metroplex, United States while working with Willow Bend Wealth Management.
Peggy W. Etheridge, Cfp® has worked for Willow Bend Wealth Management, Wells Fargo Advisors, Morgan Stanley Smith Barney, Prudential Securities, and Dean Witter.
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Peggy W. Etheridge, Cfp® holds Bachelor Of Science from Texas A&M University.
Peggy W. Etheridge, Cfp® is listed with skills including Investments, Alternative Investments, Retirement Planning, Financial Advisory, Strategic Planning, Investment Analysis, Investment Planning, and Retirement Income Strategies.
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