Trinity Wealth Management
We offer financial education, meticulous planning, & clear guidance for your family and your future. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC.
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Verified contacts
9
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
3
tools in use
Monthly traffic
140
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- GM
Gina McCormick
Senior Client Services Manager · Customer/Client Service
EmailPhone - DW
David Wise
Managing Partner · General Business & Management
EmailPhone - CF
Craig Forys
Associate Advisor · Finance & Accounting
EmailPhone - MM
Michelle Myers
Associate Wealth Advisor · Finance & Accounting
EmailPhone - CS
Chris Spaugh
V P, Investment & Wealth Management · Other
EmailPhone - DB
Dan Boone
Managing Partner · General Business & Management
EmailPhone
Showing 6 of 9 verified contacts
Top roles at Trinity Wealth Management
6 distinct titles indexed · top 6 shown.
- 2managing partner
- 1associate advisor
- 1associate wealth advisor
- 1client services associate
- 1senior client services manager
- 1v p, investment & wealth management
Sign up to unlock all 9 contacts at Trinity Wealth Management
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Sign up to reveal 9 verified contacts at Trinity Wealth Management
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