Plum Pointe Wealth Management
Our goal is to help our clients navigate the fog that often comes with financial management. From the complexities of personal finance to the hidden structure behind larger firms, we feel that clients have the right to be engaged in their wealth management process, have access to a family CFO and receive transparent, personalized guidance by like-minded independent advisors.
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Verified contacts
7
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
3
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- BM
Brandon M. Davis
Relationship Manager · Sales & Business Development
EmailPhone - BM
Beth Murray
Client Associate · Customer/Client Service
EmailPhone - SB
Stephanie Benedetti
Client Service Associate · Customer/Client Service
EmailPhone - BD
Brian Dunckley
President · General Business & Management
EmailPhone - JW
Jay Williams
Vice President · General Business & Management
EmailPhone - SM
Sean McElroy
Financial Advisor · Finance & Accounting
EmailPhone
Showing 6 of 7 verified contacts
Top roles at Plum Pointe Wealth Management
7 distinct titles indexed · top 7 shown.
- 1client associate
- 1client service associate
- 1financial advisor
- 1managing director
- 1president
- 1relationship manager
- 1vice president
Sign up to unlock all 7 contacts at Plum Pointe Wealth Management
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Sign up to reveal 7 verified contacts at Plum Pointe Wealth Management
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