Ambwealth
YOU DESERVE A BETTER WAY TO REACH YOUR GOALS. SO WE BUILT ONE. When it comes to the big financial questions in life and in business, you deserve the support of professionals who understand the enormous value of little things. That’s why we built ambwealth, a firm dedicated to helping manage and preserve family wealth and solve corporate challenges. We focus more on the quality of our attention and advice than simply the quantity of services offered. ABOUT ambwealth We created ambwealth to offer our clients a better way of managing and preserving their wealth and solving their corporate challenges based on long-term client relationships and a focus on quality of advice rather than quantity of services offered. With offices across the southeast, ambwealth leverages its set of capabilities to support our clients by providing uncompromised advice and world-class solutions. Our investment banking group combines a wide array of services and capabilities with the passion, responsiveness and focus of a boutique firm. Our approach with each client is tailored and research driven. We advise a select group of corporations, management teams, boards of directors and former CEOs on mergers and acquisitions, capital formation transactions and performance improvement. OUR PRINCIPLES There are three core principles at the heart of ambwealth that guide us professionally and personally- Know our clients - Appreciate their concerns - Work diligently to accomplish their goals Securities offered through Allen, Mooney & Barnes Brokerage Services, LLC [member FINRA/SIPC]. Investment Advisory Services offered though Allen, Mooney & Barnes Investment Advisors, LLC, a SEC-registered investment adviser. Personalized client services offered though AMB Professional Group, LLC. Third-party posts on this site do not reflect the views of the firm and have not been reviewed for their accuracy or completeness.
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Verified contacts
26
available on Kipplo
LinkedIn employees
28
11 to 50 range
Open roles
—
no listings
Distinct roles
18
indexed titles
Tech stack
0
tools in use
Monthly traffic
500
organic / mo
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Decision-makers and verified team members
26 contacts with verified email or phone · masked until revealed.
- CG
Crystal Godbee
Director of Operations · Operations
EmailPhone - KB
Kathy Bartlett
Financial Advisor · Finance & Accounting
EmailPhone - TF
Taylor Fletcher
Wealth Associate · Finance & Accounting
EmailPhone - VP
Vann Pitts
Financial Advisor · Finance & Accounting
EmailPhone - HV
Harry Vann
Amb (Allen Mooney & Barnes) · Other
EmailPhone - MR
Matthew Roach
Chief Investment Stategist · Other
EmailPhone - JM
John Michael Hall
Wealth Advisor · Finance & Accounting
EmailPhone - BS
Brayden Sarathy
Investment Banking Analyst · Finance & Accounting
EmailPhone - BB
Brewer Bentley
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 26 verified contacts
Top roles at Ambwealth
18 distinct titles indexed · top 10 shown.
- 4financial advisor
- 2amb (allen mooney & barnes)
- 2investment banking analyst
- 2wealth associate
- 1accountant
- 1agente de servicios al cliente
- 1asdf
- 1assistant manager
- 1assistant portfolio manager
- 1chief compliance officer
- +8more titles
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