Entrust Financial Llc
Entrust Financial LLC® is an independent, fee-only wealth management firm, one of the few woman-founded, women-led firms in the region. We have a strong commitment to getting to the heart of what matters most to clients and to providing objective, customized investment management and wealth planning advice. We adhere to the fiduciary standard of always putting our clients' best interests before our own. CORPORATE CULTURE: Entrust Financial’s corporate culture is one of providing a better experience. Team members work collaboratively to formulate their best thinking about investment recommendations and wealth planning strategies. We cultivate a climate of continuous learning to maximize the contributions and creativity of all team members, as we serve the clients with whom we partner. Entrust’s B-Corp Certification is a tangible symbol of our belief that caring about the planet, people and governance issues results in a better experience for all.
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Verified contacts
5
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
2
tools in use
Monthly traffic
152
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- MF
McKenzie Frankel
Principal · General Business & Management
EmailPhone - JM
Jennifer M. Bravo
Investment Advisor · Finance & Accounting
EmailPhone - DT
Donna Tomlin
Financial Services Associate · Finance & Accounting
EmailPhone - JL
Jay Llewelyn
Shareholder, Research Analyst & Portfolio Administrator · Other
EmailPhone - JG
Joslyn G. Ewart
Founder · General Business & Management
EmailPhone
Showing 5 of 5 verified contacts
Top roles at Entrust Financial Llc
5 distinct titles indexed · top 5 shown.
- 1financial services associate
- 1founder
- 1investment advisor
- 1principal
- 1shareholder, research analyst & portfolio administrator
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