Petry Wealth Management
We work with a selct group of individuals to coordinate their overall financial life with a comprehensive, not fragmented approach to wealth management.
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Verified contacts
3
available on Kipplo
LinkedIn employees
3
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- LP
Lisa Phillips
Client Services Manager · Customer/Client Service
EmailPhone - JG
Jeremy Gates
Financial Advisor · Finance & Accounting
EmailPhone - MB
Michael Brutout
Advisor · Finance & Accounting
EmailPhone
Showing 3 of 3 verified contacts
Top roles at Petry Wealth Management
3 distinct titles indexed · top 3 shown.
- 1advisor
- 1client services manager
- 1financial advisor
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