Phoenix Wealth Advisors, Inc
We are a diverse team, united behind our clients’ goals and driven to help them pursue financial success. Our experience helps us seamlessly integrate to help you accomplish your financial dreams and goals. Working with any of us means you have an office of intellectual capital behind you, leveraging our collective experience to provide sound, comprehensive financial guidance. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services 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. Important Disclosure Information: http://raymondjames.com/smicd.htm Phoenix Wealth Advisors, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Phoenix Wealth Advisors, Inc ("PWA") is an investment advisor registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about PWA, including its investment strategies and objectives, can be obtained by visiting A copy of PWA’s ADV is available, without charge, upon request
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Verified contacts
5
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- MJ
Mike Jackson
Director of Research · Research & Development
EmailPhone - MN
Michele Nettesheim
Financial Planner and Advisor · Finance & Accounting
EmailPhone - KW
Kelly Ward
Chief Operating Officer · General Business & Management
EmailPhone - WF
William Farley
Partner and Financial Advisor, Rjfs · Other
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Phoenix Wealth Advisors, Inc
5 distinct titles indexed · top 5 shown.
- 1chief compliance officer
- 1chief operating officer
- 1director of research
- 1financial planner and advisor
- 1partner and financial advisor, rjfs
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