Sound View Wealth Advisors
Sound View Wealth Advisors is an independent, fiduciary wealth management firm founded on one guiding principle: our clients’ interests come first. As a team, we spent over 20 years custom tailoring solutions for individuals and families at Merrill Lynch. Entrepreneurs at heart, we have continued to evolve our independent structure to better serve the needs and interests of our clientele. We do this by offering access to a wide universe of investment vehicles, value-added services and personalized attention in an open and transparent environment. We have a continued commitment to find the best expertise, research services and technology for our clients.
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Verified contacts
18
available on Kipplo
LinkedIn employees
19
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
1
tools in use
Monthly traffic
82
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- JK
Jaime Kelly
Director of Strategic Growth and Development · General Business & Management
EmailPhone - NG
Noelle Gauthier
Director of Client Experience · Customer/Client Service
EmailPhone - RH
Rebekah Hoffman
Client Relationship Manager · Customer/Client Service
EmailPhone - DW
Danika Weeden
Client Service Associate · Customer/Client Service
EmailPhone - KB
Kelly Bouchillon
Senior Partner · Finance & Accounting
EmailPhone - EA
Eddie Ambrose
Founding Partner · General Business & Management
EmailPhone - ML
Molly Lanier
Senior Relationship Manager · Finance & Accounting
EmailPhone - CL
Chelsea Landreau
Client Service Associate · Customer/Client Service
EmailPhone - DS
Danielle Sto Domingo
Client Service Associate · Customer/Client Service
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Sound View Wealth Advisors
11 distinct titles indexed · top 10 shown.
- 5client service associate
- 2associate wealth advisor
- 2client relationship manager
- 2senior partner
- 1director of client experience
- 1director of strategic growth and development
- 1financial planning analyst
- 1founding partner
- 1managing partner
- 1senior investment analyst
- +1more titles
Sign up to unlock all 18 contacts at Sound View Wealth Advisors
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