Envestnet | MoneyGuide
Chip Petty has extensive experience in the financial services industry, currently serving as a Trainer and Enterprise Relationship Manager at Envestnet | MoneyGuide since May 2016. Prior roles include Associate Financial Consultant at Charles Schwab from March 2010 to May 2016, and various positions at Wachovia Securities from June 2003 to August 2009, including Assistant Vice President and Envision Specialist. Chip Petty started the professional journey at SunTrust Investment Services as an Investment Consultant from September 2000 to June 2003. Education was completed at Hampden-Sydney College from 1989 to 1993.
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Envestnet | MoneyGuide
MoneyGuidePro® G4 raises the bar, making the client experience consistent and quality financial plans possible on a large scale. It increases your efficiency and enables you to add value to the planning process based on your experience, knowledge and relationship.