Firstrust Financial Resources
Firstrust Financial Resources, headquartered in Philadelphia, focuses in wealth management strategies and corporate benefits for individuals, businesses and nonprofit entities. With approximately 60 employees with backgrounds ranging from diverse tax efficient investing sand legal to financial and business, Firstrust Financial Resources has the tools and experience to deliver on a simple mission: to help ensure your financial security. Using the team’s experience and knowledge, clients are offered customized guidance and strategies on financial matters. In addition, FFR provides innovative and practical financial programs to its valued clients. In 2006, Firstrust Financial Resources joined Firstrust Bank, one of the region’s oldest and most respected financial institutions, and is a wholly owned subsidiary of the bank. In 2016, Firstrust joined Equitable Philadelphia branch, Karr Barth Associates. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor and do not provide tax/legal advice. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Firstrust Financial Resources, LLC (FFR) and Karr Barth Associates are not a registered investment advisors and are not owned or operated by Equitable Advisors or Equitable Network. Insurance, annuity, and investment products are not FDIC insured, are not deposits or other obligations of, or guaranteed by, any bank, are not insured by Any Federal Government Agency, and may go down in value. Important Information & Disclosures: http://bit.ly/2f98X9d AGE- 6480267.1(3/24)(Exp.3/28)
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Verified contacts
60
available on Kipplo
LinkedIn employees
63
51 to 200 range
Open roles
—
no listings
Distinct roles
29
indexed titles
Tech stack
1
tools in use
Monthly traffic
66
organic / mo
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Decision-makers and verified team members
60 contacts with verified email or phone · masked until revealed.
- CS
Cristian Surdykowski
Financial Professional · Finance & Accounting
EmailPhone - BC
Brian C. Smith
Director of Client Service · Customer/Client Service
EmailPhone - GV
Geordan Vincent
Associate Director, Portfolio Services · General Business & Management
EmailPhone - CG
Carlos Guevara
Senior Vice President of Sales · Sales & Business Development
EmailPhone - CK
Christopher Kwon
Vice President, Financial Advisor · Finance & Accounting
EmailPhone - KB
Kenneth Beebe
Senior Vice President, Head of Portfolio Management · Finance & Accounting
EmailPhone - MC
Matthew Crane
Regional Vice President · Sales & Business Development
EmailPhone - RC
Russell Colosi
VP of Operations and Finance · Operations
EmailPhone - WB
Wesley Burke
Vice President Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 60 verified contacts
Top roles at Firstrust Financial Resources
29 distinct titles indexed · top 10 shown.
- 8financial consultant
- 8financial professional
- 5financial advisor
- 2executive assistant
- 2financial services consultant
- 2retirement planning specialist
- 2senior vice president
- 2vice president
- 2vice president financial advisor
- 2vp of operations and finance
- +19more titles
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