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Sandy James

Risk Management Account Manager at Creative Planning

  • LinkedIn

Email Email: s****@coloniallife.com

phone noPhone Number: (***)-***-****

Sandy James is a Risk Management Account Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial plann...

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CREATIVE PLANNING

CREATIVE PLANNING

  • description Description
    An independent wealth advisory firm with more than $245 billion in combined assets under management and advisement as of 7/1/23 and clients in all 50 states and abroad. At Creative Planning, ...

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  • Employees count Employees 1001-5000
  • Revenue Revenue 250 Million to 500 Million
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Creative Planning Org Chart and Mapping

Employees

Gary Lyons

Private Wealth Advisor & Portfolio Advisor

Mary Rodgers

Administrative Assistant

Alan McFann

Senior Investment Manager

Brad Ray

Senior Financial Planner

Vince Clark

Vice President Business Development

Nancy Thomsen

Certified Financial Planner Tm

Frequently Asked Questions Regarding Sandy James

Answer: Sandy James works for Creative Planning as Risk Management Account Manager

Answer: Sandy James’s role in Creative Planning is Risk Management Account Manager

Answer: Sandy James's email address is s***@gmail.com

Answer: Sandy James's business email address is s****@coloniallife.com

Answer: Sandy James’s direct phone number is (***)-***-****

Answer: Sandy James works in the industry of: Financial Services

Answer: Sandy James is the current Risk Management Account Manager at Creative Planning.... Read More

Answer: Sandy James works Creative Planning located at 5454 West 110th St, Overland Park, Kansas, 66211, United States

Answer: Creative Planning's Risk Management Account Manager is Sandy James

Answer: Sandy James contact details:

  • Phone number  :  (***)-***-****
  • Email  :  s****@coloniallife.com

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