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Sofia Young

Associate Wealth Planner at True North Advisors

  • LinkedIn

In 2022 I graduated Cum Laude from the University of Missouri-Columbia. I received a Bachelor of Science in Business Administration with an emphasis in Finance & Banking, as well as an in...

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TRUE NORTH ADVISORS

TRUE NORTH ADVISORS

  • description Description
    True North Advisors is a privately-owned wealth-advisory and Multi-Family Office serving families, business owners and entrepreneurs. We thoughtfully deliver integrated wealth, planning, inve...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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True North Advisors Org Chart and Mapping

Scott Wood

Chief Executive Officer, Co-Founder

Employees

Marisa Helland

Senior Portfolio Analyst

Caleb Clasen

Client Operations Analyst

Danielle Walker

Director of Investor Relations

Michael Anderson

Senior Wealth Manager, Partner

Payton Fackler

Administrative Assistant and Marketing Coordinator

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Answer: Sofia Young is the current Associate Wealth Planner at True North Advisors.... Read More

Answer: Sofia Young works True North Advisors located at 3131 Turtle CRK BLVD Ste 1300, Dallas, Texas, 75219, United States

Answer: True North Advisors's Associate Wealth Planner is Sofia Young

Answer: Sofia Young contact details:

  • Phone number  :  (***)-***-****
  • Email  :  s****@truenorthadvisors.com

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