Eversource Wealth Advisors
Founded in 2017, EverSource Wealth Advisors® launched to help faith-driven financial advisors achieve independence inside a culture that matched their values. With the EverSource Total Support System℠, advisors experience more freedom to focus on what they love most without sacrificing capabilities or compensation. EverSource serves advisors, advisory teams, Independent RIA firms and CPA firms. We help reduce the complexity of running a business by providing practice management consulting, middle office support, access to top technology and more. Beyond operational and technical advantages, advisors embrace a community of like-minded peers who are leaders in the industry. We are passionate about allowing advisors to run their practices as they desire. We know the benefits of independence and seek to provide it for our clients and their clients. We help advisors focus on what really matters so they can smile at their future. EverSource Wealth Advisors® | Investment advice offered through EverSource Wealth Advisors, a Registered Investment Advisor. EverSource Wealth Advisors may only conduct business with residents of states in which the company and its advisors are properly registered. Disclosure: Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before making any investment decisions. All opinions reflect the judgment of the author as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Information provided is not an offer to buy or sell or a solicitation.
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Verified contacts
54
available on Kipplo
LinkedIn employees
65
51 to 200 range
Open roles
—
no listings
Distinct roles
36
indexed titles
Tech stack
3
tools in use
Monthly traffic
867
organic / mo
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Decision-makers and verified team members
54 contacts with verified email or phone · masked until revealed.
- EH
Ed Hart
Director of Marketing and Business Development · Advertising & Marketing
EmailPhone - AC
Abbey Casady
Wealth Advisor · Finance & Accounting
EmailPhone - DS
Deborah Stouffer
Operations Manager · Operations
EmailPhone - EP
Elisabeth Prinz
Operations and Training Manager · Operations
EmailPhone - JM
Jane Mace
Executive Assistant and Project Lead · General Business & Management
EmailPhone - MR
Micky Reeves
Senior Wealth Advisor · Finance & Accounting
EmailPhone - SW
Shawn White
Wealth Advisor · Finance & Accounting
EmailPhone - SM
Stephen Miller
Senior Financial Advisor · Finance & Accounting
EmailPhone - AM
Andrew Murphy
Investment Operations Analyst · Operations
EmailPhone
Showing 9 of 54 verified contacts
Top roles at Eversource Wealth Advisors
36 distinct titles indexed · top 10 shown.
- 6financial advisor
- 5wealth advisor
- 3senior financial advisor
- 3senior wealth advisor
- 3wealth impact advisor
- 2associate planner
- 2senior investment analyst
- 1accounting and finance manager
- 1associate
- 1associate financial planner - miller wealth management
- +26more titles
Sign up to unlock all 54 contacts at Eversource Wealth Advisors
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