CEPA-certified-exit-planning-advisor-logo-white-png

PROFESSIONAL PROFILE

Shei Unger


Director, BNY Mellon Wealth Management

  • Office Location: Dallas, TX, United States
  • Website: www.bnymellonwealthmanagement.com
  • Phone: (214) 239-6435
  • Email: shei.unger@bnymellon.com
  • Designations: CEPA, CFP®

 

Exit planning is good business strategy.  Learn more about business value, exit options, and best practices for transitioning middle market business owners.

Return to List