Symphony Financial
At Symphony Financial, we believe in a collaborative approach to wealth management. We’ve strategically aligned our practice with Northwestern Mutual and the Private Client Group, allowing us to deliver the personalized attention of a boutique firm backed by the financial strength of a Fortune 100 company. Our mission is to deliver a profound sense of security by harmonizing each aspect of your financial world in a way that supports your goals and desires. We care about our clients’ lives, not just their money, and deliver an elevated experience with better, more meaningful outcomes so you can live more and worry less.
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Verified contacts
18
available on Kipplo
LinkedIn employees
41
11 to 50 range
Open roles
—
no listings
Distinct roles
17
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- MB
Mary Badal
Director of Insurance Operations · Operations
EmailPhone - RB
Robert Bolt
Partner and Private Wealth Advisor · Finance & Accounting
EmailPhone - BA
Brad Andres
Private Wealth Advisor · Finance & Accounting
EmailPhone - ER
Esther Rafalson
Administrative Assistant · Operations
EmailPhone - LS
Loreen Strasser
Leadership Mentor · General Business & Management
EmailPhone - KS
Keith Spengel
Wealth Management Advisor - Founding Partner · Other
EmailPhone - MB
Mary Beth Ong
Director of Planning and Development · General Business & Management
EmailPhone - MS
Matt Serrano
Director of Investments · Finance & Accounting
EmailPhone - ML
Matt Lowell
Private Wealth Lead Advisor at Symphony Financial, Northwestern Mutual · Other
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Symphony Financial
17 distinct titles indexed · top 10 shown.
- 2private wealth advisor
- 1- -
- 1administrative assistant
- 1associate wealth management advisor
- 1chief operating officer
- 1director of insurance operations
- 1director of investments
- 1director of planning and development
- 1director of strategic planning
- 1financial representative assistant
- +7more titles
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