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VerifiedFinancial Services· Founded 2003

Traditions Wealth Advisors

Traditions Wealth Advisors (TWA) is an Aggie owned and operated holistic financial planning and wealth management firm located in College Station, Texas. True to their Aggie roots, the wealth management team is guided by their strong values and loyalty to their clients by always putting their clients’ needs first.

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HeadquartersCollege Station, United StatesEmployees13(1 to 10)Annual revenue$1M to <$10MFounded year2003Websitetraditionswealthadvisors.comLinkedIn profileLinkedIn

Verified contacts

10

available on Kipplo

LinkedIn employees

13

1 to 10 range

Open roles

—

no listings

Distinct roles

7

indexed titles

Tech stack

1

tools in use

Monthly traffic

—

organic / mo

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Decision-makers and verified team members

10 contacts with verified email or phone · masked until revealed.

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Top roles at Traditions Wealth Advisors

7 distinct titles indexed · top 7 shown.

  • 2economic research analyst
  • 2financial marketing intern
  • 2financial planning intern
  • 1director marketing client services
  • 1director of tax and financial planning
  • 1economic analyst
  • 1investment research analyst

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