Mainsail Wealth Advisors
At our core, Mainsail Wealth Advisors is focused on providing investment management, retirement planning, and estate planning services to retirees and pre-retirees. We strive to provide a high level of professional service to each of the households we are fortunate to serve. By understanding the unique needs of each client, helping them create a plan tailored to their specific goals, and meeting face to face on a consistent basis, we have a client service culture that helps us provide the highest level of service. Today our boutique practice serves over 500 families and businesses across twenty states from our two locations, Gloucester and Richmond, VA. We invite you to give us a call and experience the Mainsail difference. Mainsail Wealth Advisors, LLC Mainsail Wealth Advisors is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Office phone: 804-693-5500 Office fax: 804-693-2925
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Verified contacts
9
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
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no listings
Distinct roles
9
indexed titles
Tech stack
0
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Monthly traffic
34
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- GB
Gilda Burket
Registered Client Service Associate · Customer/Client Service
EmailPhone - PB
Peyton Bodziak
Associate Advisor · Finance & Accounting
EmailPhone - SH
Scott Haley
Managing Partner - Branch Manager (Rjfs) · Other
EmailPhone - SV
Scott V. Glaze
Managing Partner Financial Advisor, Rjfs · General Business & Management
EmailPhone - RZ
Randi Zahm
Director of Operations · Operations
EmailPhone - FB
Ford Beasley
Financial Planning and Analysis Intern · Finance & Accounting
EmailPhone - LR
Linde Reed
Client Associate · Customer/Client Service
EmailPhone - SP
Stephanie Pafundi
Client Service Associate · Customer/Client Service
EmailPhone - NS
Nick Shedd
Director Mainsail Wealth Advisors, Financial Advisor RJFS · Other
EmailPhone
Showing 9 of 9 verified contacts
Top roles at Mainsail Wealth Advisors
9 distinct titles indexed · top 9 shown.
- 1associate advisor
- 1client associate
- 1client service associate
- 1director mainsail wealth advisors, financial advisor rjfs
- 1director of operations
- 1financial planning and analysis intern
- 1managing partner - branch manager (rjfs)
- 1managing partner financial advisor, rjfs
- 1registered client service associate
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