Integrated Wealthcare, Llc
Integrated WealthCare, LLC provides collaborative wealth management strategies to the medical community. With teams located in North Carolina and Pennsylvania. Integrated WealthCare has the staff and knowledge to develop highly specialized risk, asset and estate management programs for our physician clients. Securities and advisory services offered through Integrated WealthCare, a SEC-Registered Investment Advisor.
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Verified contacts
9
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
2
tools in use
Monthly traffic
29
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- LA
Lori Alvarado
Director of Disability Operations · General Business & Management
EmailPhone - BL
Bionica Lewis
Brand and Marketing Strategist · Advertising & Marketing
EmailPhone - SR
Shayne Ruffing
Founder and CEO · Other
EmailPhone - AS
Antonio Santoro
Director of Client Services · Customer/Client Service
EmailPhone - JG
Justice Goracke
Operations Manager · Operations
EmailPhone - CC
Christine Caswell Prisk
Ccs Financial Reporting · Other
EmailPhone
Showing 6 of 9 verified contacts
Top roles at Integrated Wealthcare, Llc
7 distinct titles indexed · top 7 shown.
- 2associate advisor
- 1brand and marketing strategist
- 1ccs financial reporting
- 1director of client services
- 1director of disability operations
- 1founder and ceo
- 1operations manager
Sign up to unlock all 9 contacts at Integrated Wealthcare, Llc
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