Hobart Wealth
Hobart Wealth is a financial services firm serving valued clients throughout the Carolinas. We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. In today’s uncertain economic environment, our mission is to provide sound financial solutions for every stage of life – solutions which enhance our clients’ peace of mind and allow them to enjoy the type of retirement they deserve. Investment advisory services offered through Hobart Private Capital, LLC, a SEC-Registered Investment Advisor. Insurance services offered separately through Hobart Insurance Services, LLC, an affiliated insurance agency. Securities offered through Cape Securities, Inc, Member FINRA/SIPC. Hobart Private Capital and Hobart Insurance Services are not affiliated with Cape Securities.**This information is for educational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal or investment advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained here-in.**
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Verified contacts
18
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
—
no listings
Distinct roles
15
indexed titles
Tech stack
0
tools in use
Monthly traffic
274
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- CS
Corey Sunstrom
Senior Wealth Advisor Director of Financial Planning · Other
EmailPhone - JW
Jacob Woodrum
Lead Investment Strategist · Finance & Accounting
EmailPhone - RH
Renee Hobart
Finance Manager & Community Outreach · Finance & Accounting
EmailPhone - WC
Wendy C.
Fintech Program Manager · Finance & Accounting
EmailPhone - DB
Dean Boughner
Client Service Specialist · Customer/Client Service
EmailPhone - BB
Bob Barton
Chief Operations Officer · Other
EmailPhone - CH
Chris Hobart
CEO · Other
EmailPhone - TH
Thomas Hamilton
CCO Investment Committee · Finance & Accounting
EmailPhone - AG
Andrew Greer
Senior Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Hobart Wealth
15 distinct titles indexed · top 10 shown.
- 2lead investment strategist
- 1associate wealth advisor
- 1cco investment committee
- 1ceo
- 1chief operations officer
- 1client service specialist
- 1coo
- 1customer service specialist
- 1digital brand specialist
- 1executive assistant
- +5more titles
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