Quadcap Wealth Management, Llc
QuadCap Wealth Management, LLC is a boutique financial planning firm located in Frisco, Texas. At QuadCap Wealth Management, we provide a truly personal, proactive, and comprehensive financial planning service to individuals and families. With a true passion for our work, our goal is to build lifelong relationships with our unparalleled level of service and quality of advice. The QuadCap founders possess a unique blend of investment experience. This combination of traditional and non-traditional backgrounds allow us to view the marketplace with truly open eyes. With this perspective, we are able to create a diverse asset mix with vetted and evaluated products for the individual investor. Visit our website for more information.
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Verified contacts
33
available on Kipplo
LinkedIn employees
25
11 to 50 range
Open roles
—
no listings
Distinct roles
16
indexed titles
Tech stack
1
tools in use
Monthly traffic
42
organic / mo
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Decision-makers and verified team members
33 contacts with verified email or phone · masked until revealed.
- BK
Bob Knode
Partner Senior Wealth Manager · Finance & Accounting
EmailPhone - AM
Alex Monroe
Senior Tax Accountant · Finance & Accounting
EmailPhone - CP
Christian Patterson
Wealth Advisor · Finance & Accounting
EmailPhone - JB
Jennifer Blair
Operations Consultant · Operations
EmailPhone - ML
Megan Lezar
Senior Wealth Advisor · Finance & Accounting
EmailPhone - CG
Connor Gross
Senior Investment Analyst · Finance & Accounting
EmailPhone - CL
Cortnie Lomas Rodriguez
Chief Financial Officer Senior Vice President Partner · Other
EmailPhone - CP
Chaney Patton
Director of Operations · Operations
EmailPhone - AR
Anne Robinson
Tax Manager · Finance & Accounting
EmailPhone
Showing 9 of 33 verified contacts
Top roles at Quadcap Wealth Management, Llc
16 distinct titles indexed · top 10 shown.
- 6paraplanner
- 3senior wealth advisor
- 2financial advisor
- 2investment analyst
- 2tax manager
- 1chief executive officer
- 1chief financial officer senior vice president partner
- 1director of operations
- 1operations consultant
- 1partner
- +6more titles
Sign up to unlock all 33 contacts at Quadcap Wealth Management, Llc
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