Regency Wealth Management
Wealth Management is much more than just investments. We are excited to help families, trusts, and endowments plan and achieve their financial goals. Business owners, executives, and retirees comprise the majority of our wealth management clients. New clients typically have investable assets exceeding Proud sponsors of numerous community minded non-profits.
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Verified contacts
11
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
0
tools in use
Monthly traffic
129
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- AM
Andrew M. Aran
Director of Client Development · Sales & Business Development
EmailPhone - DS
Daniel Scarpa
Director of Accounting and HR · Finance & Accounting
EmailPhone - GC
Gavin Charlton
Associate Portfolio Manager · Finance & Accounting
EmailPhone - BS
Beverly Schaaf
Executive Assistant · General Business & Management
EmailPhone - SC
Sabrina Candiano
Private Client Associate · Finance & Accounting
EmailPhone - BD
Bryan D. Kabot
Managing Partner and Chief Operating Officer · General Business & Management
EmailPhone - MA
Mark Andraos
Partner · General Business & Management
EmailPhone - TP
Tim Parker
Managing Partner and Chief Executive Officer · General Business & Management
EmailPhone - MD
Mark D. Reitsma
Managing Partner · General Business & Management
EmailPhone
Showing 9 of 11 verified contacts
Top roles at Regency Wealth Management
10 distinct titles indexed · top 10 shown.
- 1associate at regency wealth management
- 1associate portfolio manager
- 1director of accounting and hr
- 1director of client development
- 1executive assistant
- 1managing partner
- 1managing partner and chief executive officer
- 1managing partner and chief operating officer
- 1partner
- 1private client associate
Sign up to unlock all 11 contacts at Regency Wealth Management
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