Perfil
Ms. Stringer joined Legacy Wealth Management in 2008.
Prior to that, she served as Chief Financial Officer at Heritage Capital Advisors, LLC.
In addition, she was a founding officer at 6800 Capital Corporation and Stringer Services Co., Inc. and held positions at The Roy E.
Winegardner Companies.
Ms. Stringer received both her M.B.A.
and B.B.A.
in Finance from the University of Memphis.
She received her CFP certification in 2008 and is a member of the Financial Planning Association and the Society of Financial Service Professionals.
She taught as an adjunct professor at the University of Memphis, both in Entrepreneurship and Management.
Antiguos cargos conocidos de Patty B. Stringer.
| Empresas | Cargo | Fin |
|---|---|---|
| Heritage Capital Advisors LLC | Corporate Officer/Principal | 31/12/2006 |
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 | - |
Formación de Patty B. Stringer.
| University of Memphis | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
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 |
| Heritage Capital Advisors LLC |
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- Patty B. Stringer
