Ima Private Wealth
At IMA Private Wealth, we are dedicated to ensuring your financial peace of mind. We offer an advisor team deeply committed to close, personal client relationships while providing the full-service capabilities and industry-leading resources of a national Registered Investment Advisor (RIA) firm. We specialize in wealth management services, including asset consolidation, financial planning, advanced investment management techniques, tax and estate planning support, and coordination with other professionals who are integral to your family’s financial well-being, such as CPAs and attorneys. Our commitment to you is grounded in stable, trusting relationships between clients and advisors and empowered by tools, products, and strategies that evolve with the times. We are proud to say that our clients trust us to “do the right thing” for their families’ financial future.
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Verified contacts
9
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- LD
Lisa Dyer
SVP & Director of Operations · Other
EmailPhone - RL
Rachel Long
Client Relationship Manager · Customer/Client Service
EmailPhone - NB
Nancy Bowes
Client Services Rep · Customer/Client Service
EmailPhone - PT
Phyllis Turkle
Client Services Representative · Customer/Client Service
EmailPhone - LB
Leigh Bennett
Medicare Advisory Specialist · Other
EmailPhone
Showing 5 of 9 verified contacts
Top roles at Ima Private Wealth
7 distinct titles indexed · top 7 shown.
- 1client relationship manager
- 1client services rep
- 1client services representative
- 1medicare advisory specialist
- 1portfolio manager and financial advisor
- 1senior vice president
- 1svp & director of operations
Sign up to unlock all 9 contacts at Ima Private Wealth
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Sign up to reveal 9 verified contacts at Ima Private Wealth
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