Globe Wealth Management
46 South Main Street - Suite 5, Concord, New Hampshire 03301 | 603-296-0063 GLOBE WEALTH MANAGEMENT - Navigating your financial world, together. Globe Wealth Management CERTIFIED FINANCIAL PLANNERS™* work together to develop a strategic roadmap that serves as a guide in navigating your financial world in pursuit of your ultimate goal. In order for them to develop a customized plan, they educate you on how your investments, insurances and tax strategies work in tandem. A customized financial plan will give you a baseline of where to begin and a reference point to keep you on track. Globe Wealth Management's Core Competencies- Financial Planning - Investment Management - Insurance Strategies - Retirement Planning - Executive Stock Options - Business Retirement Plans - Business Benefits - Business Exit Strategies - College Planning - Estate Planning *Stacey L. Blodgett, CERTIFIED FINANCIAL PLANNER™ *Regina M. Kozsan, CERTIFIED FINANCIAL PLANNER™ * Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
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Verified contacts
13
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
41
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- CL
Christina L. White
Client Relations Specialist · Customer/Client Service
EmailPhone - KR
Kyle Ross
Director of Client Relations · Customer/Client Service
EmailPhone - RW
Richard W. Holt Johnson
Vice President - Communications and Business Development · Other
EmailPhone - HL
Hunter Laclair
Finance Intern · Finance & Accounting
EmailPhone - LC
Lia Cairns
Administrative Assistant · Operations
EmailPhone - LC
Lia Cairns
Administrative Assistant · Operations
EmailPhone - RM
Regina M. Kozsan
Chief Investment Officer and Wealth Manager · Finance & Accounting
EmailPhone - SL
Stacey L. Blodgett
President, Chief Executive Officer and Wealth Manager · Other
EmailPhone - SL
Stacey L. Blodgett
President, Chief Executive Officer and Wealth Manager · Other
EmailPhone
Showing 9 of 13 verified contacts
Top roles at Globe Wealth Management
9 distinct titles indexed · top 9 shown.
- 2administrative assistant
- 2chief investment officer and wealth manager
- 2president, chief executive officer and wealth manager
- 1associate financial advisor
- 1client relations specialist
- 1director of client relations
- 1executive assistant
- 1finance intern
- 1vice president - communications and business development
Sign up to unlock all 13 contacts at Globe Wealth Management
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