Plunkett Joins WhaleWisdom for BizDev


Plunkett is also the president of his registered advisor firm Plunkett Wealth Management, where he was a user of WhaleWisdom prior to joining the vendor. Before founding Plunkett Wealth Management, he was an investment advisor representative at HBW Advisory Services, and was a financial representative at McTigue Financial Group, an affiliate of Northwestern Mutual.

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