Townsend Asset Management Corp
Welcome to Townsend. We’re more than financial advisors. We’re your partners in crafting a life of purpose and prosperity. At Townsend, we believe your financial plan should reflect your story, ambitions, and values. Whether you’re envisioning a fulfilling retirement, growing your legacy, or navigating life’s transitions, we’re here to guide you with clarity and care. With a blend of local insight and national expertise, we deliver strategies that are as intentional as they are impactful. Let’s build a future that feels as extraordinary as your aspirations. Townsend Asset Management is a comprehensive wealth management firm committed to guiding and advising our clients towards the accomplishment of their family, financial and life goals. As a Registered Investment Advisory firm (RIA), we design and implement strategies to create, grow and conserve wealth, while delivering an unprecedented level of personalized service and expertise.
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Verified contacts
10
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
125
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- TE
Tracey Ellis
Client Relationship Manager · Customer/Client Service
EmailPhone - CG
Caleb Griffith
Senior Financial Advisor, Cfp · Finance & Accounting
EmailPhone - GT
Gerald Townsend
Chief Executive Officer · General Business & Management
EmailPhone - JT
James Tarkenton
&, · Other
EmailPhone - RW
Ryan Willson
Chief Commercial Officer · Sales & Business Development
EmailPhone - AM
Arne Morris
Director of Wealth Management · Finance & Accounting
EmailPhone - MS
Michele Stewart
Tax Accountant · Finance & Accounting
EmailPhone - BM
Bonnie Mole
Client Service & Communications Manager · Other
EmailPhone
Showing 8 of 10 verified contacts
Top roles at Townsend Asset Management Corp
9 distinct titles indexed · top 9 shown.
- 2director of wealth management
- 1&,
- 1chief commercial officer
- 1chief executive officer
- 1client relationship manager
- 1client service & communications manager
- 1senior financial advisor, cfp
- 1sr tax advisor
- 1tax accountant
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