Simplified Wealth Management
Have questions about investments, taxes, retirement, and estate planning? One of our professional advisors would be glad to help. We have helped create plans to meet long-term financial goals. Our team is comprised of people with different kinds of experience, but we all have this in common-a commitment to serve all of our clients with dignity and respect. You can count on professional recommendations and objective guidance.
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Verified contacts
12
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- CL
Cory Leckie
Wealth Advisor · Finance & Accounting
EmailPhone - CG
Chelsea Gilstrap
Executive Assistant · General Business & Management
EmailPhone - LH
Leslie Herr
Registered Investment Advisor · Finance & Accounting
EmailPhone - KM
Kevin McCormick
Partner, Wealth Management Advisor · Finance & Accounting
EmailPhone
Showing 4 of 12 verified contacts
Top roles at Simplified Wealth Management
7 distinct titles indexed · top 7 shown.
- 2wealth advisor
- 2wealth management advisor
- 1executive assistant
- 1financial advisor
- 1investment advisor
- 1partner, wealth management advisor
- 1registered investment advisor
Sign up to unlock all 12 contacts at Simplified Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 12 verified contacts at Simplified Wealth Management
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