Ivy Wealth Partners
Our mission is to help clients simplify financial planning; so, their goals are accomplished as they journey through life. As a client, you gain a strategic partner to help you review current strategies, find customized solutions, and hold you accountable to your vision for the future. You and your family have our continued commitment to serve, grow, and evolve as their needs do too.
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Verified contacts
8
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- GM
Grace Michel
Asst Financial Representative · Finance & Accounting
EmailPhone - JP
Jacob Penny
Wealth Management Advisor & Co-founder · Other
EmailPhone - AS
Allison Schaefer
Financial Representative Assistant · Finance & Accounting
EmailPhone
Showing 3 of 8 verified contacts
Top roles at Ivy Wealth Partners
6 distinct titles indexed · top 6 shown.
- 1associate advisor
- 1asst financial representative
- 1director of marketing and client services
- 1financial representative assistant
- 1wealth management advisor & co-founder
- 1wealth managment intern
Sign up to unlock all 8 contacts at Ivy Wealth Partners
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