Ptm Wealth Management, Llc
Paul Murray has worked hard to become the best at what he does, from acquiring the most prestigious professional designations, to seeking new opportunities for continuing education, including exclusive membership in Ed Slott’s Master Elite IRA Advisor Group. As an Accredited Investment Fiduciary®, he provides advice that we believe is in our clients’ best interest according to their financial goals. We custody our clients' investment assets with National Financial Services, a Fidelity subsidiary, and we provide our clients with access to financial planning and performance reporting portals so that they are aware of our progress 24/7, on demand, from any mobile device or computer. Don’t be satisfied with tradition. Let us help you take control of your assets and your future to free you to live the life you want. Plan to achieve your financial goals. Plan with us.
7-day free trial · no credit card
Verified contacts
6
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
149
organic / mo
Sign up free to see all 6 verified contacts at Ptm Wealth Management, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- AB
Amy Breder
Operations Manager · Operations
EmailPhone - MC
Meghan Ciamaichela
Operations Associate · Operations
EmailPhone - TB
Tyler Breder
Financial Planner · Finance & Accounting
EmailPhone - KB
Kevin Becknell
Chief Information & Compliance Officer · Other
EmailPhone
Showing 4 of 6 verified contacts
Top roles at Ptm Wealth Management, Llc
5 distinct titles indexed · top 5 shown.
- 1chief information & compliance officer
- 1financial advisor
- 1financial planner
- 1operations associate
- 1operations manager
Sign up to unlock all 6 contacts at Ptm Wealth Management, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 6 verified contacts at Ptm Wealth Management, Llc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.