Elizabeth Ann King
Algemeen Directeur bij Stony Point Wealth Management, Inc.
Profiel
Ms. Elizabeth A.
King is a Principal at Stony Point Wealth Management, Inc. She joined the firm in 2016.
She serves as the Director of Financial Planning and Principal of the firm.
She overseas all aspects of the financial planning process.
Prior to joining the firm, Ms. King spent 16 years as an independent advisor with a large publicly traded broker-dealer.
Ms. King graduated from Hamilton College and received her masters degree from University of Virginia.
She also has a law degree from University of Richmond.
She is a Certified Financial Planner professional and Behavioral Financial Advisor.
Actieve functies van Elizabeth Ann King
| Bedrijven | Functie | Begin |
|---|---|---|
Stony Point Wealth Management, Inc.
 Stony Point Wealth Management, Inc. Investment ManagersFinance Stony Point Wealth Management, Inc., formerly known as Seneca House Advisors, is an independent fee-only firm that specializes in full-service wealth management and investment management. The private company is based in Richmond, VA. The company's goal is to simplify the complexity of their clients' financial lives and work as a trusted lifetime partner to develop, grow, and protect the life they have built. The company was founded in 2015 by Matthew Clayton Daniel, who serves as the firm's principal and director of investments. Elizabeth Ann King has been the CEO of the company since 2016. | Algemeen Directeur | 01-08-2016 |
Opleiding van Elizabeth Ann King
| Hamilton College (New York) | Undergraduate Degree |
| University of Virginia | Graduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
Stony Point Wealth Management, Inc.
Stony Point Wealth Management, Inc. Investment ManagersFinance Stony Point Wealth Management, Inc., formerly known as Seneca House Advisors, is an independent fee-only firm that specializes in full-service wealth management and investment management. The private company is based in Richmond, VA. The company's goal is to simplify the complexity of their clients' financial lives and work as a trusted lifetime partner to develop, grow, and protect the life they have built. The company was founded in 2015 by Matthew Clayton Daniel, who serves as the firm's principal and director of investments. Elizabeth Ann King has been the CEO of the company since 2016. | Finance |
