Precedent Wealth Partners
We're an independent, Texas-based RIA with more than a century of combined experience between our founding partners, serving the diverse needs of individuals and families.
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Verified contacts
11
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- CT
Claire Turner
Client Service Associate · Customer/Client Service
EmailPhone - AC
Andrew C.
Wealth Advisor · Finance & Accounting
EmailPhone - CF
Carissa Fowler
Executive Assistant · General Business & Management
EmailPhone - NN
Nina Novales
Trading Analyst · Finance & Accounting
EmailPhone - SB
Sloane Bennett
Analyst · Finance & Accounting
EmailPhone - GW
George Williams
Founder, Managing Director · General Business & Management
EmailPhone - GJ
Grant J. Williams
Founder, Managing Director · Other
EmailPhone - HW
Harold Williams
&, · Other
EmailPhone
Showing 8 of 11 verified contacts
Top roles at Precedent Wealth Partners
9 distinct titles indexed · top 9 shown.
- 2analyst
- 2founder, managing director
- 1&,
- 1client service associate
- 1client services associate
- 1director of operations
- 1executive assistant
- 1trading analyst
- 1wealth advisor
Sign up to unlock all 11 contacts at Precedent Wealth Partners
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 11 verified contacts at Precedent Wealth Partners
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