Rick Petty Email & Phone Number
Sr. Wealth Strategist
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Rick Petty Location
- Fort Worth, TX, US
Rick Petty Work
- 2011 -now Sr. Wealth Strategist @ North Star Wealth Strategies LLC
- 2004 -2011 Sr. Wealth Manager @ Weaver Tidwell Wealth Mgmt
- 1991 -2002 Sr. Financial Advisor @
Rick Petty Education
- The University of Dallas
M.B.A (Personal Financial Services)
1985-1988 - Brigham Young University
B.S. (Finance)
1982-1984
Rick Petty Skills
- Estate Planning
- Financial Advisory
- Strategic Financial Planning
- Strategic Financial
- Investments
- Retirement
- Financial Analysis
- Financial Services
- Wealth Management
- Express.js
Rick Petty Summary
- Rick Petty, based in Fort Worth, TX, US, is currently a Sr. Wealth Strategist at North Star Wealth Strategies LLC. Rick Petty brings experience from previous roles at Weaver Tidwell Wealth Mgmt and American Express Financial Advisors. Rick Petty holds a 1985 - 1988 M.B.A in Personal Financial Services @ The University of Dallas. With a robust skill set that includes Estate Planning, Financial Advisory, Strategic Financial Planning, Strategic Financial, Investments and more. Rick Petty has 1 mobile phone numbers on RocketReach.
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