Tray Wiltse Email & Phone Number
Managing Director, Wealth Advisor @ Carson Wealth
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Tray Wiltse Location
- Leawood, KS, US
Tray Wiltse Work
- 2023 -now Managing Director, Wealth Advisor @
- 2005 -2023 Principal, Wealth Advisor @ Integrated Wealth Advisory Services, Inc.
- 1999 -2005 Financial Representative @ Northwestern Mutual Financial Network
Tray Wiltse Education
- Rockhurst University
Economics (Finance)
1998-2000 - Johnson County Community College 1996-1997
Tray Wiltse Skills
- Wealth Management
- Estate Planning
- FINRA
- Small Business
- Investments
- Asset Management
- Finance
- Retirement
- 401k Retirement Savings Plans
- Exit Strategies
- Customer Service
- Financial Services
- Securities
- Financial Planning
Tray Wiltse Summary
- Tray Wiltse, based in Leawood, KS, US, is currently a Managing Director, Wealth Advisor at Carson Wealth. Tray Wiltse brings experience from previous roles at Integrated Wealth Advisory Services, Inc. and Northwestern Mutual Financial Network. Tray Wiltse holds a 1998 - 2000 Economics in Finance @ Rockhurst University. With a robust skill set that includes Wealth Management, Estate Planning, FINRA, Small Business, Investments and more. Tray Wiltse has 1 emails and 2 mobile phone numbers on RocketReach.
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