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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
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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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