

Emily Petty
Wealth Manager
Windward Private Wealth Management Inc
United States, Missouri, Kansas City
About Me
Emily is a Wealth Manager with Windward Private Wealth Management. She assists with a wide variety of financial planning and wealth management tasks, including preparation of client financial plans, investment recommendations and tax return preparation. As a psychology major in college, Emily became interested in behavioral finance and the psychology of money, especially how people use their money and why. That led her to earn a master’s degree in personal financial planning so that she could help other people better understand the financial world. Now she enjoys easing clients’ fears about running out of money and helping them understand that investing in the stock market doesn’t have to be
Profile Information
Wealth Manager
Windward Private Wealth Management Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Kansas City
Missouri
United States
May 15, 2024
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