Small World Wealth Management
Small World Wealth Management was founded in 1992 by Founder, CEO & Wealth Management Advisor Joe Small. Our company is built on his life purpose to "care for and protect loved ones now and for generations to come". This guiding principle has helped us build the number one team in Northwestern Mutual serving multiple states with comprehensive financial planning, insurance product counseling, investment portfolio development, fee-based planning, tax strategy and review of estates, wills and trusts. We currently have three offices (NY, Del & Fla) with a team of 24 financial services professionals and are proud of our 30-year affiliation with Northwestern Mutual. Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: smallworldwealthmanagement.nm.com
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Verified contacts
32
available on Kipplo
LinkedIn employees
33
11 to 50 range
Open roles
—
no listings
Distinct roles
22
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
32 contacts with verified email or phone · masked until revealed.
- CC
Chris Cingari
Director of Portfolio Research and Advisory · General Business & Management
EmailPhone - KB
Kyle Brownell
Director of Business Development and Communications · Sales & Business Development
EmailPhone - JW
Joshua Weinerman
Lead Advisor, Wealth Management · Finance & Accounting
EmailPhone - MG
Mike Guzman
Lead Advisor, Wealth Management · Finance & Accounting
EmailPhone - DJ
Daniel Juszko
Client Services Associate · Customer/Client Service
EmailPhone - MA
Matthew A. Fogg
Certified Financial Plannertm · Finance & Accounting
EmailPhone - RW
Ronald Watkins
Chief Financial Officer · Finance & Accounting
EmailPhone - JV
Justin V. Copeland
Director of Investments · Finance & Accounting
EmailPhone - PR
Paul Rogers
Director of Advisor Development · General Business & Management
EmailPhone
Showing 9 of 32 verified contacts
Top roles at Small World Wealth Management
22 distinct titles indexed · top 10 shown.
- 4wealth management advisor
- 2associate wealth management advisor
- 2customer experience manager & office manager
- 2lead advisor, wealth management
- 2relationship manager
- 1business development
- 1certified financial plannertm
- 1chief financial officer
- 1client service coordinator
- 1client services associate
- +12more titles
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