Next Level Private
Next Level Private serves successful individuals like you who want to achieve financial independence and build fulfilling lives for yourself and your family. As an independent fiduciary, we act solely in your best interests. Our goal is to put you in a better financial position every day. We do it by providing goals-based planning, hands-on guidance, and access to personalized strategies for building success.
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Verified contacts
19
available on Kipplo
LinkedIn employees
17
1 to 10 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
0
tools in use
Monthly traffic
119
organic / mo
Sign up free to see all 19 verified contacts at Next Level Private
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Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- KL
Kaitlyn Lavelle
Client Advocate · Customer/Client Service
EmailPhone - BM
Barry Mitchell
Founder & Managing Director · General Business & Management
EmailPhone - GJ
Gary J. Raniolo
Senior Financial Advocate · Other
EmailPhone - PJ
Philip Johanson
Chief Investment Officer · Finance & Accounting
EmailPhone - MB
Maggie Bonner Smith
Director of Client Experience · Customer/Client Service
EmailPhone - JK
John Kenney
Financial Advocate · Finance & Accounting
EmailPhone - JK
John Kenney
Financial Advocate · Finance & Accounting
EmailPhone - MH
Melissa Holguin
Client Advocate · Customer/Client Service
EmailPhone - TE
Tom Elliott
Financial Advocate · Finance & Accounting
EmailPhone
Showing 9 of 19 verified contacts
Top roles at Next Level Private
10 distinct titles indexed · top 10 shown.
- 5financial advocate
- 3client advocate
- 1chief investment officer
- 1chief operating officer
- 1director of client experience
- 1founder & managing director
- 1intern
- 1investment strategist
- 1managing director of client engagement
- 1senior financial advocate
Sign up to unlock all 19 contacts at Next Level Private
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 19 verified contacts at Next Level Private
7-day trial · no credit card · cancel anytime · only pay for verified records.
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