Camelotta Advisors
At Camelotta, we are committed to providing comprehensive financial advice to high net worth individuals and families. Our family focus means we are uniquely equipped to address financial issues that face individuals within and across generations. The high caliber of our professionals and our solution oriented focus enable us to deliver the best, most innovative financial ideas and analysis. Our clients trust us for advice when planning for success in retirement, divorce, family legacies and education.
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Verified contacts
3
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- DG
Dana Grigg
Portfolio Manager & Financial Planner · Other
EmailPhone - MK
Marissa Kahler
Associate · Finance & Accounting
EmailPhone - EG
Eric Gimon
Vice-president · General Business & Management
EmailPhone
Showing 3 of 3 verified contacts
Top roles at Camelotta Advisors
3 distinct titles indexed · top 3 shown.
- 1associate
- 1portfolio manager & financial planner
- 1vice-president
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