Badgley Phelps Wealth Managers
Since 1966, Badgley Phelps Wealth Managers has been dedicated to helping high-net-worth individuals, families, corporations, and foundations protect their assets and grow their wealth. Based in Seattle, we specialize in wealth management, investment management, and financial planning, tailoring solutions to meet each client's unique goals and objectives. As a proud partner of Focus Financial since 2021, we provide an expanded array of resources, offering customized, long-term strategies for both planning and investment. Our highly structured approach to managing equity and fixed income portfolios ensures our clients’ financial success. Follow our LinkedIn page to see perspectives on industry news, financial planning and other topics of interest.
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Verified contacts
43
available on Kipplo
LinkedIn employees
46
11 to 50 range
Open roles
—
no listings
Distinct roles
32
indexed titles
Tech stack
3
tools in use
Monthly traffic
137
organic / mo
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Decision-makers and verified team members
43 contacts with verified email or phone · masked until revealed.
- CP
Curtis Pepin
Director of Marketing and Wealth Manager · Advertising & Marketing
EmailPhone - BD
Becky Dederer
Controller · Finance & Accounting
EmailPhone - EL
Elizabeth Lancaster
Senior Marketing Manager · Advertising & Marketing
EmailPhone - KD
Kathy Dahm
Customer Service Associate & Team Manager · Customer/Client Service
EmailPhone - KW
Katie Wham
Wealth Manager and Research Analyst · Other
EmailPhone - MS
Mike Schultz
Wealth Manager, Research Analyst and Financial Planner · Other
EmailPhone - EO
Eileen Olson
Client Service Specialist · Customer/Client Service
EmailPhone - EK
Emily Kopp
Associate Wealth Manager · Finance & Accounting
EmailPhone - LG
Libby Gaines
Client Services Associate · Customer/Client Service
EmailPhone
Showing 9 of 43 verified contacts
Top roles at Badgley Phelps Wealth Managers
32 distinct titles indexed · top 10 shown.
- 2client service specialist
- 2fixed income trader
- 2wealth manager
- 2wealth manager and research analyst
- 1, -
- 1associate financial planner
- 1associate wealth manager
- 1associate wealth manager and financial planner
- 1chief investment officer and wealth manager
- 1client service associate
- +22more titles
Sign up to unlock all 43 contacts at Badgley Phelps Wealth Managers
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