Linscomb Wealth
Linscomb Wealth (LW) is a fee-only, wealth management firm, offering holistic investment and financial planning services. LW was founded in 1971 and is headquartered in Houston, Texas, with offices in Birmingham, Alabama; Huntsville, Alabama; Atlanta, Georgia; Austin, Texas; Nashville, Tenneesee; and The Woodlands, Texas. LW is a registered investment advisor (RIA) providing tailored planning and investing strategies aimed at helping investors grow and preserve their wealth during life's many unique stages. Through a dedicated committee and collaborative team approach, LW aims to deliver exceptional service and expert advice. The firm's advisors have various backgrounds in law, investments, tax, accounting and/or financial planning. Linscomb Wealth is a wholly-owned subsidiary of Cadence Bank. Visit Linscomb Wealth to learn more about the firm. Social Media Disclosures: https://linscombwealth.com/wp-content/uploads/2024/12/Linscomb-Wealth_Social-Media-Disclosures.pdf Important Disclosures: https://linscombwealth.com/wp-content/uploads/2025/12/Linscomb-Wealth_Important-Disclosures-12.19.25.pdf
7-day free trial · no credit card
Verified contacts
53
available on Kipplo
LinkedIn employees
59
51 to 200 range
Open roles
—
no listings
Distinct roles
32
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 53 verified contacts at Linscomb Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
53 contacts with verified email or phone · masked until revealed.
- CG
Corbin Grillo
Director of Investment Strategy · Finance & Accounting
EmailPhone - TT
Troy Taylor
Managing Director · General Business & Management
EmailPhone - CG
Carolyn Galfione
Sr Wealth Advisor · Finance & Accounting
EmailPhone - EP
Elizabeth Pappas
Wealth Advisor · Finance & Accounting
EmailPhone - HD
Heidi Davis
Senior Wealth Advisor · Finance & Accounting
EmailPhone - JO
Janet Ortiz
Operations Manager · Operations
EmailPhone - LR
Lauren Rich
Wealth Advisor · Finance & Accounting
EmailPhone - CR
Casey Richardson
Marketing Specialist · Advertising & Marketing
EmailPhone - DS
Dee Simper
Sr Client Service Associate · Customer/Client Service
EmailPhone
Showing 9 of 53 verified contacts
Top roles at Linscomb Wealth
32 distinct titles indexed · top 10 shown.
- 7wealth advisor
- 4senior client service associate
- 3associate wealth advisor
- 2managing director, senior wealth advisor
- 2principal, wealth advisor
- 2senior wealth advisor
- 2sr client service associate
- 2trader
- 1accounting associate
- 1analyst - financial planner ii
- +22more titles
Sign up to unlock all 53 contacts at Linscomb Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 53 verified contacts at Linscomb Wealth
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.