Modern Wealth Management
At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more. Providing our clients with the confidence that they’re doing the right things with their money, the freedom from financial stress, and the time to spend doing the things they love is what we care about. Confidence, freedom, and time.
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Verified contacts
200
available on Kipplo
LinkedIn employees
241
51 to 200 range
Open roles
4
across 2 depts
Distinct roles
129
indexed titles
Tech stack
3
tools in use
Monthly traffic
3.7K
organic / mo
Hiring · 4 open positions across 2 departments
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Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- BH
Benjamin Herting
Director of Operations · Operations
EmailPhone - DK
Dan Kilpatrick
Member Board of Directors · General Business & Management
EmailPhone - JK
Jennifer Kucemba
Director of First Impressions · Operations
EmailPhone - LM
Larry McManus
Managing Director · General Business & Management
EmailPhone - MH
Martin Hopkins
Managing Director · General Business & Management
EmailPhone - MT
Melissa Topham
Director of Client Services · Customer/Client Service
EmailPhone - PJ
Paul J. Manger
Director of Marketing · Advertising & Marketing
EmailPhone - SO
Sam Ogrizovich
Managing Director · General Business & Management
EmailPhone - CK
Christina Kidd
Vice President, Client Experience · Customer/Client Service
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Modern Wealth Management
129 distinct titles indexed · top 10 shown.
- 41barber
- 10managing director
- 9relationship manager
- 8financial advisor
- 7lead advisor
- 5concierge associate
- 5director of operations
- 4paraplanner
- 4tax associate
- 3executive advisor
- +119more titles
Sign up to unlock all 200 contacts at Modern Wealth Management
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