Holistic Wealth Advisors
100% women owned wealth management firm specializing in helping families and business owners navigate the complexities of life's financial decisions. We are Your Partners in Prosperity. Securities offered through LPL Financial, member FINRA/SIPC. and Investment advice offered through Holistic Wealth Advisors, LLC a registered investment advisor and separate entity from LPL Financial. 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. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Verified contacts
9
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
2
tools in use
Monthly traffic
48
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- MM
Michael McCamy
Senior Vice President · General Business & Management
EmailPhone - CG
Candace Gregory
Client Service Associate · Customer/Client Service
EmailPhone - DC
Donna Chenette
Client Conceirge · Customer/Client Service
EmailPhone - JC
Julie Catanzarita
Client Concierge · Customer/Client Service
EmailPhone - SC
Stacy Clifford
Founder and President · General Business & Management
EmailPhone
Showing 5 of 9 verified contacts
Top roles at Holistic Wealth Advisors
7 distinct titles indexed · top 7 shown.
- 2client service associate
- 1client conceirge
- 1client concierge
- 1client concierge administrative assistant
- 1founder and president
- 1senior financial advisor
- 1senior vice president
Sign up to unlock all 9 contacts at Holistic Wealth Advisors
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Sign up to reveal 9 verified contacts at Holistic Wealth Advisors
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