
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.
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
Keylinks
More profiles to browse
BF
Brad F. Dalton
Partner
JW
John Wallace
Partner & Senior Investment Officer
DB
Dexter Blackwell
Partner & Senior Wealth Manager
Teresa Eriksson
Founding Partner
You Might Like
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation