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Kendra Fortier

Partner, SVP, Senior Wealth Manager

Eton Advisors

United States, North Carolina, Sanford

About Me

Kendra serves as a Senior Wealth Manager for several multi-family office clients. She is responsible for communication, financial and estate planning, as well as the day-to-day implementation and monitoring of clients’ service plans. Kendra’s experience includes project controls, risk management, forecasting and business development. Prior to joining Eton, Kendra managed company wide contract review and annual registration functions for a $2.5B publicly traded corporation. She holds an MS in Management and a BS in Business Administration as well as Political Science from Austin Peay State University. Kendra earned her Master of Accounting from the University of North Carolina at Chapel Hill.
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Profile Information

Partner, SVP, Senior Wealth Manager

Eton Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Sanford

North Carolina

United States

May 15, 2024

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