Creating And Managing Wealth, Llc
Opening Doors for your Financial Future Advisory services offered through Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, and Member FINRA/SIPC, Creating and Managing Wealth, LLC, and the above firms are independent and non-affiliated.
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Verified contacts
8
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
2
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- DD
Donnie Duntley
Financial Advisor · Finance & Accounting
EmailPhone - LS
Lisa Stafford
VP of Finance · Finance & Accounting
EmailPhone - SS
Sarah Scattergood
Senior Financial Advisor · Finance & Accounting
EmailPhone - AS
Abigail Sanchez
Client Relations Assistant · Customer/Client Service
EmailPhone - CW
Christina Winters
CEO · General Business & Management
EmailPhone - CW
Christina Winters
Chief Executive Officer · General Business & Management
EmailPhone - CW
Christina Winters
President & CEO · General Business & Management
EmailPhone
Showing 7 of 8 verified contacts
Top roles at Creating And Managing Wealth, Llc
8 distinct titles indexed · top 8 shown.
- 1ceo
- 1chief executive officer
- 1client relations assistant
- 1financial advisor
- 1financial consultant
- 1president & ceo
- 1senior financial advisor
- 1vp of finance
Sign up to unlock all 8 contacts at Creating And Managing Wealth, Llc
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Sign up to reveal 8 verified contacts at Creating And Managing Wealth, Llc
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