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Jeff Baty

Financial Advisor - Director of Wealth Management at Exencial Wealth Advisors

  • LinkedIn

I have more than 20 years experience in helping small business owners and individuals design and implement strategies to help achieve their financial goals. Please note that I am not ...

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EXENCIAL WEALTH ADVISORS

EXENCIAL WEALTH ADVISORS

  • description Description
    Exencial is a leading independent wealth management firm. We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and indepe...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Exencial Wealth Advisors Org Chart and Mapping

Employees

Natalie Paz

Client Services Manager

Marco Farina

Investment Team Intern

Pete Trontis

Senior Portfolio Manager

Caleb Dillard

Chief Operations Officer | Chief Compliance Officer

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Answer: Jeff Baty is the current Financial Advisor - Director of Wealth Management at Exencial Wealth Advisors.... Read More

Answer: Jeff Baty works Exencial Wealth Advisors located at 9108 N Kelley Ave, City, Oklahoma, 73131, United States

Answer: Exencial Wealth Advisors's Financial Advisor - Director of Wealth Management is Jeff Baty

Answer: Jeff Baty contact details:

  • Phone number  :  (***)-***-****
  • Email  :  j****@exencialwealth.com

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