Care Private Wealth
CARE Private Wealth, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprietary situations. We believe it is essential for advisors to be affiliated with a financially sound organization that provides an open investment platform. We focus on helping advisors be independent but also make sure they know and feel that they are not alone. Our founding partners combined have over 80 years of industry and leadership experience. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC. CARE Private Wealth and the above firms are independent and non-affiliated. IMPORTANT: Electronic mail sent through the Internet is neither secure nor assured to be delivered on a timely basis. We strongly recommend that you do not send confidential personal information, such as social security numbers or account numbers, to us via electronic mail. Do not send time-sensitive or action-oriented messages to us via electronic mail. Unsolicited instructions to “buy” or “sell” a security or to conduct any other financial transaction may not be honored.
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Verified contacts
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available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
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Distinct roles
4
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- JK
Joe Klempel
Associate Vice President - Wealth Advisor · Finance & Accounting
EmailPhone - AV
Alison Vento
Financial Advisor · Finance & Accounting
EmailPhone - FT
Frank Teodosio
Managing Partner · General Business & Management
EmailPhone
Showing 3 of 7 verified contacts
Top roles at Care Private Wealth
4 distinct titles indexed · top 4 shown.
- 1associate vice president - wealth advisor
- 1financial advisor
- 1managing partner
- 1senior vice president wealth advisor
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