Fintrust Capital Advisors, Llc
Our mission is to deliver financial peace of mind with unequaled confidence and conviction." Our core values capture our firm’s collective heartbeat and represent the principals that direct how we serve our clients, relate to our colleagues, interact with our vendors and partners, and address our communities. We are dedicated to maintaining intense focus on these ethical commitments and are proud to share them. Knowledge: We seek knowledge with passion so that we may better advise our clients. We are proud to have numerous credentialed professionals on staff. These individuals add to the exceptional service our clients receive. Enthusiasm: We know our clients have a choice, so we are enthusiastically appreciative of their business. We know business goes where its asked for and stays where it is appreciated. Stewardship: We embrace our role as trusted financial advisors and fully understand our obligation to be vigilant stewards of all that is entrusted to us. We serve them with loyalty, empathy, responsiveness, discretion and a positive professional attitude. Transparency: We hold ourselves and our colleagues accountable, and we value open and honest dialogue, acknowledge everyone’s right to dignity and use courtesy, civility and deference in all of our interactions. Growth: We believe in the power of compounding and power laws to change the world and thus we encourage personal, professional and organizational growth.
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Verified contacts
13
available on Kipplo
LinkedIn employees
37
11 to 50 range
Open roles
—
no listings
Distinct roles
13
indexed titles
Tech stack
4
tools in use
Monthly traffic
262
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- JR
Jennifer Reynolds
Senior Registered Client Services Administrator · Other
EmailPhone - TE
Tammy Erdley
Senior Accountant · Finance & Accounting
EmailPhone - PB
Philip Brice
CEO Managing Partner · General Business & Management
EmailPhone - VS
Valerie Smithey
Chief Compliance Office Chief Risk Officer · Legal
EmailPhone - JG
Jag Gholson
Director of Benefit Consulting · Other
EmailPhone - AC
Amy Collier
Financial Advisor · Finance & Accounting
EmailPhone - DL
Donna Lindley
Senior Client Services Administrator · Customer/Client Service
EmailPhone - KL
Katie Lewis
Client Service Administrator · Customer/Client Service
EmailPhone - MC
Mike Cruce
Investment Advisor · Finance & Accounting
EmailPhone
Showing 9 of 13 verified contacts
Top roles at Fintrust Capital Advisors, Llc
13 distinct titles indexed · top 10 shown.
- 1ceo managing partner
- 1chief compliance office chief risk officer
- 1client service administrator
- 1director of advisor support group
- 1director of benefit consulting
- 1financial advisor
- 1financial analyst
- 1fixed income sales & investment advisor
- 1investment advisor
- 1senior accountant
- +3more titles
Sign up to unlock all 13 contacts at Fintrust Capital Advisors, Llc
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