Andy Hunt Email & Phone Number
Wealth Manager @ McElhenny Sheffield Capital Management
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Andy Hunt Location
- Plano, TX, US
Andy Hunt Work
- 2024 -now Wealth Manager @
- 2023 -2024 Director of Human Resources @
- 2022 -2023 Vice President @
- 2022 -2022 VP - Client Services @
- 2019 -2021 Director, Wealth Management @ Polaris Wealth Advisory Group, LLC
- 2018 -2019 Wealth Advisor @
- 2015 -2018 Wealth Manager @
- 2013 -2015 VP - Financial Consultant @
- 2012 -2013 Director @
- 2011 -2012 Financial advisor @
- 2009 -2011 Investment Advisory Representative @
- 2003 -2008 Team Manager @
- 2003 -2005 Investment Advisor @ MetLife Resources
- 1996 -2002 Various Positions @
Andy Hunt Education
- SMU Cox School of Business
MBA (Finance)
2006-2008 - Southern Methodist University 1991-1995
- Nimitz High School
Andy Hunt Skills
- Investments
- Finance
- Retirement Planning
- Investment Advisory
- Wealth
- Series 7
- Wealth Management
- Leadership
- Portfolio Management
- Retirement Plan Consulting
- Strategic Financial Planning
- Networking
- Financial Advisory
- 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 Investments, Finance, Retirement Planning, Investment Advisory, Wealth and more. Andy Hunt has 2 emails and 1 mobile phone numbers on RocketReach.
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