Brienne Smith
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Perfil
Ms. Brienne joined Legacy Wealth Management in 2008.
Prior to that, she was at William Howard & Co. and Financial Advisors, Inc., where she prepared financial plans and performed various retirement, education and insurance analyses and capital projections for clients.
Ms. Brienne received both her MBA and B.A.
in Finance from the University of Memphis.
She received her CFP certification in 2008.
Antiguos cargos conocidos de Brienne Smith.
| Empresas | Cargo | Fin |
|---|---|---|
Legacy Wealth Management, Inc.
 Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | Corporate Officer/Principal | 15/11/2010 |
Formación de Brienne Smith.
| University of Memphis | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
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Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
Legacy Wealth Management, Inc.
Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | Finance |
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