Prosperwell Financial
Prosperwell Financial is a women-owned financial advisement practice that uses a mentoring approach focused on helping individuals and companies develop a healthy understanding of financial independence. Through an understanding of life experiences and sensible planning, Prosperwell Financial helps clients pursue their goals using an engaging process to build their confidence for making financial decisions. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors ouside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Securities offered through Raymond James Financial Services Inc. Member FINRA/SIPC. Prosperwell Financial is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
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Verified contacts
9
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
162
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- CJ
Connor Jones
Senior Relationship Manager · Finance & Accounting
EmailPhone - JG
Justin Gandrud
Senior Wealth Advisor · Finance & Accounting
EmailPhone - NP
Nolan Pyrz
Relationship Manager · Sales & Business Development
EmailPhone - KL
Kelly Larson
Office Assistant · General Business & Management
EmailPhone - DC
David Comstock
Relationship Manager · Sales & Business Development
EmailPhone - JA
Jack Anderson
Relationship Manager · Sales & Business Development
EmailPhone
Showing 6 of 9 verified contacts
Top roles at Prosperwell Financial
6 distinct titles indexed · top 6 shown.
- 3relationship manager
- 1director of first impressions
- 1financial planning intern
- 1office assistant
- 1senior relationship manager
- 1senior wealth advisor
Sign up to unlock all 9 contacts at Prosperwell Financial
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 9 verified contacts at Prosperwell Financial
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