Gardner Wallace Financial Solutions
Solutions that Fit" The Gardner Wallace Financial Solutions team is specialized to provide comprehensive retirement planning to our clients. We accomplish this by offering a solutions-oriented approach to our clients' financial goals, identifying appropriate solutions, creating a plan, and implementing the plan over time. LinkedIn is unaffiliated with Kestra Investment Services, LLC(Kestra IS), member FINRA/SIPC. Certain appropriately licensed individuals of Gardner Wallace are registered to offer securities through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC, and/or investment advisory services through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS are affiliated with Gardner Wallace. Investor Disclosures: Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.
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Verified contacts
8
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
170
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- KM
Kyle McGuffey
Director of Planning and Investment Operations · General Business & Management
EmailPhone - SD
Syndia Dimas
Director of Office Operations · Operations
EmailPhone - CP
Carrie Pettett
Client Service Specialist · Customer/Client Service
EmailPhone - SP
Sharon Pierce
Office Support Specialist · Operations
EmailPhone - AG
Andrew Gardner
Partner · General Business & Management
EmailPhone - DQ
Danelly Quinonez
Paraplanner · Finance & Accounting
EmailPhone - PW
Patrick Wallace
Partner · General Business & Management
EmailPhone
Showing 7 of 8 verified contacts
Top roles at Gardner Wallace Financial Solutions
7 distinct titles indexed · top 7 shown.
- 2partner
- 1client service specialist
- 1director of office operations
- 1director of planning and investment operations
- 1intern
- 1office support specialist
- 1paraplanner
Sign up to unlock all 8 contacts at Gardner Wallace Financial Solutions
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