Gallagher Pool Wealth Management
We founded Gallagher Pool Wealth Management with the shared vision of creating a first class, Private Wealth Management firm for Dayton, Ohio and the Miami Valley. Our firm is located conveniently in beautiful Centerville, Ohio. Securities offered through LPL Financial, Member SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which the financial consultants affiliated with Gallagher Pool Wealth Management are registered to do business, please visit
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Verified contacts
6
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
2
tools in use
Monthly traffic
115
organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- CT
Carla Trebnick
Director of Client Services · Customer/Client Service
EmailPhone - PG
Phil Gallagher
Partner · General Business & Management
EmailPhone - BF
Brandon Fourman
Director of Financial Planning · Finance & Accounting
EmailPhone - JO
Judy Oaks
Vice President of Operations · Operations
EmailPhone - CD
Charlie D. Pool
Managing Partner · General Business & Management
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Gallagher Pool Wealth Management
6 distinct titles indexed · top 6 shown.
- 1director of client services
- 1director of financial planning
- 1managing partner
- 1partner
- 1private wealth advisor
- 1vice president of operations
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