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Elizabeth Kouri

Partner / Managing Tax Director at Creative Planning

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Elizabeth Kouri is a Partner / Managing Tax Director at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financia...

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CREATIVE PLANNING

CREATIVE PLANNING

  • description Description
    An independent wealth advisory firm with more than $245 billion in combined assets under management and advisement as of 7/1/23 and clients in all 50 states and abroad. At Creative Planning, ...

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  • Employees count Employees 1001-5000
  • Revenue Revenue 250 Million to 500 Million
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Employees

David Shropshire

Senior Investment Manager

Jordan Arave

Private Wealth Manager

Vince Clark

Vice President Business Development

Patrick Betley

Private Wealth Manager at Creative Planning, Inc

Jenny Wiesner

Lead Tax Administrator at Creative Planning

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  • Phone number  :  (***)-***-****
  • Email  :  e****@creativeplanning.com

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