Profiel
Mr. Phillip M.
Valley, II, is a Chief Executive Officer & Founder at Eastwind Capital LLC.
He brings 40 years of experience to Eastwind Capital.
As Founder of the firm, Mr. Valle dedicates his expertise to helping clients achieve their true financial potential.
Whether partnering with individuals, families, or small businesses, he puts his clients’ needs at the heart of his practice.
In an industry where conflicting interests abound, he established the firm to provide the personalized attention that investors truly deserve.
A lifelong entrepreneur, Mr. Valley started his first business in 1972.
After the success of Valley Brothers Egg Company, he headed up multiple financial services companies before opening Eastwind Capital.
He is a Certified Estate Planning Professional (CEPP) and holds his FINRA Series 65 along with his health, life, and annuity licenses.
Actieve functies van Michael Valley
| Bedrijven | Functie | Begin |
|---|---|---|
Eastwind Capital LLC
 Eastwind Capital LLC Investment ManagersFinance Eastwind Capital LLC, dba Eastwind Capital Wealth Management (ECWM), is an independent, SEC-registered investment advisor headquartered in Westerville, Ohio. The firm was founded by P. Michael Valley and Dave Lennox in 2008. ECWM provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable organizations, and corporations or business entities. | Algemeen Directeur | 01-05-2008 |
Opleiding van Michael Valley
| The Ohio University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
Eastwind Capital LLC
Eastwind Capital LLC Investment ManagersFinance Eastwind Capital LLC, dba Eastwind Capital Wealth Management (ECWM), is an independent, SEC-registered investment advisor headquartered in Westerville, Ohio. The firm was founded by P. Michael Valley and Dave Lennox in 2008. ECWM provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable organizations, and corporations or business entities. | Finance |
