CoverProfile

Dennis Packard

Director, Financial Planner

Edelman Financial Engines

United States, Oklahoma, Oklahoma City

About Me

A financial services professional since 1997, Dennis began his career as an investment banking bond analyst for Dow Jones/Bridge Financial. Later, he joined TD Waterhouse in Oklahoma City, where he was a Senior Investment Consultant and Retirement Specialist, helping clients with their financial and retirement planning needs. Partnering with Brian in 2006, they jointly crafted their firm's client-first, team-oriented service strategy.

Profile Information

Director, Financial Planner

Edelman Financial Engines

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Oklahoma City

Oklahoma

United States

Aug 16, 2024

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Profile Photo
Brian Puckett
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