Expedition Wealth Management
At Expedition, we'll help guide you through some of the most important decisions in your life. Our first priority is helping you take care of yourself and your family through every season of life. We want to learn more about your personal situation, identify your dreams and goals, and understand how your money is working for you. Our team is built on the idea of defense and minimizing risk. We make sure you don't take unnecessary risk with the hard-earned money you've worked for. When you visit with us, you won't feel pressured, you'll feel like family. We'll help you plan for investment, income, tax, health care and legacy planning. Contact us today to learn more! Securities and investment advisory services offered through Woodbury Financial Services, Inc. member FINRA/SIPC. Woodbury Financial Services, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services, Inc.
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Verified contacts
12
available on Kipplo
LinkedIn employees
13
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
0
tools in use
Monthly traffic
20
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- AM
Angie McCormick
Director of Operations · Operations
EmailPhone - EW
Emily Warren
Client Experience & Event Manager · Customer/Client Service
EmailPhone - DL
Dylan Lang
Financial Advisor · Finance & Accounting
EmailPhone - SC
Stacey Crandall
Cos Chief of Staff · Other
EmailPhone
Showing 4 of 12 verified contacts
Top roles at Expedition Wealth Management
9 distinct titles indexed · top 9 shown.
- 2director of operations
- 2financial advisor
- 1associate relationship manager
- 1associate tax manager
- 1client experience & event manager
- 1cos chief of staff
- 1director of client services
- 1financial advisor retirement planning
- 1relationship manager
Sign up to unlock all 12 contacts at Expedition Wealth Management
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