Profil
Ms. Stringer joined Legacy Wealth Management in 2008.
Prior to that, she served as Chief Financial Officer at Heritage Capital Advisors, LLC.
In addition, she was a founding officer at 6800 Capital Corporation and Stringer Services Co., Inc. and held positions at The Roy E.
Winegardner Companies.
Ms. Stringer received both her M.B.A.
and B.B.A.
in Finance from the University of Memphis.
She received her CFP certification in 2008 and is a member of the Financial Planning Association and the Society of Financial Service Professionals.
She taught as an adjunct professor at the University of Memphis, both in Entrepreneurship and Management.
Anciens postes connus de Patty B. Stringer
| Sociétés | Poste | Fin |
|---|---|---|
| Heritage Capital Advisors LLC | Corporate Officer/Principal | 31/12/2006 |
Legacy Wealth Management, Inc.
 Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | Corporate Officer/Principal | - |
Formation de Patty B. Stringer
| University of Memphis | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Legacy Wealth Management, Inc.
Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | Finance |
| Heritage Capital Advisors LLC |
