Presidio Wealth Partners
At Presidio Wealth Partners, we built a firm that can help protect your family’s wealth for generations. With first-hand experience in managing multi-generational wealth, we offer bespoke solutions to meet the diverse needs of unique families like yours. As a Family Office, we stand as a secure fortress for managing your wealth, assets and even family dynamics. For additional information and disclosures please visit: https://presidiowp.com/
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Verified contacts
18
available on Kipplo
LinkedIn employees
20
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
18 contacts with verified email or phone · masked until revealed.
- LT
Latika Tillis
Director of Operations · Operations
EmailPhone - PF
Patrick Fleming
Partner, Senior Wealth Advisor · Finance & Accounting
EmailPhone - SS
Sarahbeth Sharp Pipkin
Partner, Senior Wealth Advisor · Finance & Accounting
EmailPhone - BB
Braxton Bartlett
Wealth Advisor · Finance & Accounting
EmailPhone - LS
Lizette Saenz
Wealth Management Associate · Finance & Accounting
EmailPhone - MS
Mercy S. Dickey
Senior Wealth Management Associate · Customer/Client Service
EmailPhone - LB
Laura Brantley
Wealth Advisor · Finance & Accounting
EmailPhone - BH
Brandon Hicks
Wealth Management Associate · Finance & Accounting
EmailPhone - KK
Kimberly Kwan
Office Administrator · Operations
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Presidio Wealth Partners
9 distinct titles indexed · top 9 shown.
- 2partner, senior wealth advisor
- 2wealth advisor
- 2wealth management associate
- 1- -
- 1director of operations
- 1office administrator
- 1private investment operations associate
- 1research analyst, trader
- 1senior wealth management associate
Sign up to unlock all 18 contacts at Presidio Wealth Partners
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