Rooted Wealth Advisors
We believe you deserve to have someone working for your money and your family as hard as you’ve worked to build those things. We also believe it’s possible for you to receive financial guidance from someone who knows you by name.” - Founder, Zach Gray Investment advisory services offered only by duly registered individuals through Rooted Wealth Advisors.
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Verified contacts
12
available on Kipplo
LinkedIn employees
17
1 to 10 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
3
tools in use
Monthly traffic
12
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- HM
Hilda Miranda
Vice President of Business Development · Sales & Business Development
EmailPhone - JM
Joe Mateja
Financial Advisor · Finance & Accounting
EmailPhone - ZG
Zach Gray
Founder · Other
EmailPhone - JW
Jacqueline Walter
Marketing Director · Advertising & Marketing
EmailPhone - JS
Jerry S. Fuesel
Director of Operations · Operations
EmailPhone - RC
Roan Cannon
Client Relationship Manager · Customer/Client Service
EmailPhone - AB
Alexa Blochowski
Operations Specialist · Operations
EmailPhone - AL
Andrew Lee
Portfolio Advisor · Finance & Accounting
EmailPhone - EL
Emily Leibach
Client Service Specialist · Customer/Client Service
EmailPhone
Showing 9 of 12 verified contacts
Top roles at Rooted Wealth Advisors
11 distinct titles indexed · top 10 shown.
- 1client relationship manager
- 1client service specialist
- 1client services representative
- 1client services specialist
- 1director of operations
- 1financial advisor
- 1founder
- 1marketing director
- 1operations specialist
- 1portfolio advisor
- +1more titles
Sign up to unlock all 12 contacts at Rooted Wealth Advisors
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