Shannon Pike

Vice President at Tanglewood Legacy Advisors Llc

Shannon Pike's Professional Contact Details

Email (Verified)
****@family-cfo.com
HQ
(713) 599-4999
Location
Houston, Texas, US
Company
Tanglewood Legacy Advisors Llc
Person Seniority
vp

Shannon Pike's Current Company Details

Tanglewood Legacy Advisors, LLC is a Private Wealth Advisory Firm that develops Wealth Planning and Investment Management strategies for entrepreneurs, corporate executives, and family stewards. Esta...
Tanglewood Legacy Advisors, LLC is a Private Wealth Advisory Firm that develops Wealth Planning and Investment Management strategies for entrepreneurs, corporate executives, and family stewards. Established in 2003, and utilizing more than 75 years of wealth planning experience, the firm's team has intimate relationships with a limited number of families, and is dedicated to building relationships that will extend to future generations. The firm's focus is to understand and serve the needs, aspirations and the dreams of its clients. Tanglewood Legacy Advisors, LLC a Registered Investment Advisor.
Founded Year
2003
Organization Website
family-cfo.com
Organization Languages
English
Organization Revenue
1400
Current Technologies
godaddy hosting
google tag manager
wordpress org
google font api
apache
videojs
mobile friendly

Job Functions

Business Development
wealth planning
investment consulting
exit planning
finance

Shannon Pike's Work History and Education

Tanglewood Legacy Advisors, LLC
Vice President
2016 - Present
Financial Planning Association (FPA)

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