Andy Hunt Email & Phone Number
Wealth Manager @ McElhenny Sheffield Capital Management
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Andy Hunt Location
- Plano, TX, US
Andy Hunt Work
- Wealth Manager @ (August 2024 - Present)
- Director of Human Resources @ (April 2023 - September 2024)
- Vice President @ (September 2022 - April 2023)
- VP - Client Services @ (January 2022 - September 2022)
- Director, Wealth Management @ Polaris Wealth Advisory Group, LLC (January 2019 - December 2021)
- Wealth Advisor @ (May 2018 - January 2019)
- Wealth Manager @ (February 2015 - May 2018)
- VP - Financial Consultant @ (February 2013 - February 2015)
- Director @ (September 2012 - January 2013)
- Financial advisor @ (August 2011 - July 2012)
- Investment Advisory Representative @ (January 2009 - November 2011)
- Team Manager @ (June 2003 - July 2008)
- Investment Advisor @ MetLife Resources (January 2003 - January 2005)
- Various Positions @ (August 1996 - March 2002)
Andy Hunt Education
- SMU Cox School of Business
MBA (Finance)
2006-2008 - Southern Methodist University 1991-1995
- Nimitz High School
Andy Hunt Skills
- 401(k) Retirement Savings Plans
- Asset Allocation
- Budgeting
- Business Development
- Business Process Improvement
- Business-to-Business (B2B)
- Coaching
- Communication
- Estate Planning
- Expense Reports
- Family Wealth Management
- Finance
- Financial Advisory
- Financial Goals
- Growth Strategies
- High Net Worth Individuals
- Holistic Financial Planning
- Inside Sales
- Interviewing
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Lead Qualification
- Leadership
- LinkedIn Marketing
- Management
- Mergers & Acquisitions (M&A)
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Negotiation
- New Hire Training
- Onboarding
- Outbound Sales
- Portfolio Management
- Presentations
- Private Wealth Management
- Problem Solving
- Public Speaking
- Recruiting
- Relationship Building
- Relationship Development
- Reporting
- Retirement Plan Consulting
- Retirement Planning
- Sales Processes
- Sales and Marketing
- Salesforce.com
- Series 7
- Strategic Financial Planning
- Tax Planning
- Team Management
- Technology Enhancements
- Training
- Training Delivery
- Wealth
- Wealth Management
- Written Communication
- Networking
- ETFs
- Stocks
- Real Estate
- 401k Retirement Savings Plans
- Bonds
- Mutual Funds
- 401 Retirement Savings Plans
Andy Hunt Summary
- Andy Hunt, based in Plano, TX, US, is currently a Wealth Manager at McElhenny Sheffield Capital Management. Andy Hunt brings experience from previous roles at Monumental, EP Wealth Advisors, Fisher Investments and Polaris Wealth Advisory Group, LLC. Andy Hunt holds a 2006 - 2008 MBA in Finance @ SMU Cox School of Business. With a robust skill set that includes 401(k) Retirement Savings Plans, Asset Allocation, Budgeting, Business Development, Business Process Improvement and more. Andy Hunt has 2 emails and 1 mobile phone numbers on RocketReach.
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Top McElhenny Sheffield Capital Management Employees
Grant Morris
Tactical Money Manager
Dallas, TX, US
Andy Hunt
Wealth Manager
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Ryan McKee
Financial Analyst and Advisor,
Dallas, TX, US
Todd Terry
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