Peggy Etheridge, CFP® is a founding member of the Willow Bend Group of Wells Fargo Advisors, based in Plano, Texas. Peggy and her Team work primarily with a select group of clients to create a “work optional” lifestyle. Their process puts the pieces of their financial puzzle together as their life unfolds and their needs evolve.
Peggy believes the key to true wealth management begins with a comprehensive plan that encompasses each client’s personal goals and dreams, as well as an accurate evaluation of the financial forces at work in their lives. The goal of this plan is to give each client the confidence and courage to weather any financial storm they may encounter. Just as the financial markets are never the same, client’s lives are never static and each tailored plan is a dynamic and fluid tool that is monitored and updated.
Peggy holds a Bachelor of Science from Texas A&M University and a Masters of Business Administration in Finance from the University of Houston. Registrations obtained: Series 7, 31, 63, 65