Prentice Wealth Management, Llc
We are a team of professionals dedicated to goal attainment through strict adherence to the financial planning process. With over 120 years of combined experience in the financial services industry, we advise clients on a vast number of financial issues to advance their ambitions and empower them to live more confidently. Our business model has always been one that places clients’ best interests at the forefront of every decision. By retaining a select group of advisors, in counsel to a limited number of clients, we are deeply engaged, and deliver a world class wealth management experience. We continue to build our team by adding expertise and capabilities to enhance the client experience. Securities offered through LPL Financial, member FINRA/SIPC. Advisory services offered through Prentice Wealth Management, LLC, an SEC Registered Investment Adviser. Prentice Wealth Management and LPL Financial are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Verified contacts
6
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
77
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- MD
Madelyn Davidson
Client Service Administrator Team Lead · Other
EmailPhone - CC
Connie Ciarico
P R and Communications Specialist · Other
EmailPhone - DG
Douglas Greene
Certified Financial Planner · Finance & Accounting
EmailPhone - TO
Tim Olsen
Wealth Planner · Finance & Accounting
EmailPhone - AV
Anthony Vaccaro
Wealth Management Advisor · Finance & Accounting
EmailPhone - KP
Kerrin Pestke
Insurance & Client Services Coordinator · Other
EmailPhone
Showing 6 of 6 verified contacts
Top roles at Prentice Wealth Management, Llc
6 distinct titles indexed · top 6 shown.
- 1certified financial planner
- 1client service administrator team lead
- 1insurance & client services coordinator
- 1p r and communications specialist
- 1wealth management advisor
- 1wealth planner
Sign up to unlock all 6 contacts at Prentice Wealth Management, Llc
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