Rick Petty Email & Phone Number
Sr. Wealth Strategist
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Rick Petty Location
- Fort Worth, TX, US
Rick Petty Work
- Sr. Wealth Strategist @ North Star Wealth Strategies LLC (September 2011 - Present)
- Sr. Wealth Manager @ Weaver Tidwell Wealth Mgmt (September 2004 - September 2011)
- Sr. Financial Advisor @ American Express Financial Advisors (January 1991 - January 2002)
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
- Financial Analysis
- Financial Services
- Investments
- Retirement
- Strategic Financial Planning
- Wealth Management
- Strategic Financial
- 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, Financial Analysis, Financial Services, Investments and more. Rick Petty has 1 mobile phone numbers on RocketReach.
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