Symphony Wealth Group
Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner. It’s our goal to serve every aspect of your financial life to provide guidance and insights. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (KPWS), an affiliate of Kestra IS. Symphony Wealth Group is not affiliated with Kestra IS or KPWS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of KPWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance department at 844-553-7872.
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Verified contacts
11
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- AM
Alexander Monroe
Senior Associate · Finance & Accounting
EmailPhone - NT
Nisa Triplett
Administrative Assistant of Client Services · Customer/Client Service
EmailPhone - BP
Breanne Polonia
Wealth Advisor · Finance & Accounting
EmailPhone - CB
Camryn Brown
Relationship Manager · Sales & Business Development
EmailPhone - RV
Ross Viergever
Wealth Manager · Finance & Accounting
EmailPhone - RV
Ross Viergever
Wealth Manager · Finance & Accounting
EmailPhone
Showing 6 of 11 verified contacts
Top roles at Symphony Wealth Group
8 distinct titles indexed · top 8 shown.
- 2wealth manager
- 1administrative assistant of client services
- 1agent call center
- 1client service concierge & associate
- 1managing partner - founder
- 1relationship manager
- 1senior associate
- 1wealth advisor
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