Proffitt & Goodson, Inc
We are ProffittGoodson, offering caring and professional investment advice and financial plans for over 35 years. Our decades of experience and expertise enables us to empower our clients and align their financial decisions with their life’s aspirations. We’re ALL IN on your Money Mission. What’s your Money Mission? What do you hope to achieve in the near future? Do you have philanthropic intentions you haven’t yet acted upon? How do you envision your retirement? What does your vision of legacy encompass? Do you want a deeper understanding of your financial life? Enter ProffittGoodson. We infuse clarifying counsel with pure financial assessment to serve clients long-term aspirations. What’s Our Mission? We’re committed to improving our clients lives via: Multidimensional service, disciplined investing, and clarifying counsel Aligning your financial decisions with your life goals Gaining a deeper understanding of your financial life Helping you achieve your Money Mission now and in the future Supporting you to live life to the fullest Visit our website to learn more about our services and how we can work together to further your Money Mission. ©2023 Proffitt & Goodson, Inc. All rights reserved.
7-day free trial · no credit card
Verified contacts
7
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
33
organic / mo
Sign up free to see all 7 verified contacts at Proffitt & Goodson, Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- CC
Connor Cox
Director of Tax and Financial Planning · Finance & Accounting
EmailPhone - CH
Caroline Herron
Client Specialist · Customer/Client Service
EmailPhone - NG
Neil Goodson
Advisor and Chief Compliance Officer · Legal
EmailPhone - MS
Michael Seelman
Investment & Portfolio Analyst · Other
EmailPhone - DN
David N. Goodson
President & Chief Investment Officer · Finance & Accounting
EmailPhone - JP
Jim Proffitt
Founder · General Business & Management
EmailPhone
Showing 6 of 7 verified contacts
Top roles at Proffitt & Goodson, Inc
7 distinct titles indexed · top 7 shown.
- 1advisor and chief compliance officer
- 1client services associate
- 1client specialist
- 1director of tax and financial planning
- 1founder
- 1investment & portfolio analyst
- 1president & chief investment officer
Sign up to unlock all 7 contacts at Proffitt & Goodson, Inc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 7 verified contacts at Proffitt & Goodson, Inc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.