Vesta Wealth Advisors
Vesta Wealth Advisors, founded in January 2021, is a female-led team based in Raleigh, NC, that focuses on financial planning and wealth management with our clients. Our goal is to provide clear and concise solutions designed to help you achieve your financial aspirations. No two individuals, families, or businesses are the same, so we work together to form tailored solutions specific to you. Whatever your version of financial success is, we want to engage with you to help achieve it. Women deserve a seat at the table when it comes to their finances. Oftentimes they desire to work with other women. This was our main motivator for creating Vesta Wealth Advisors. Regardless of race, gender, or age, everyone deserves to be heard when voicing their goals and concerns about their unique financial journey. Vesta Wealth takes pride in being that listening ear and strives to provide planning and solutions to help you along your financial journey. Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisers, a Registered Investment Adviser. Cambridge and Vesta Wealth Advisors are separate companies. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided on these websites.
7-day free trial · no credit card
Verified contacts
3
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
2
indexed titles
Tech stack
2
tools in use
Monthly traffic
2
organic / mo
Sign up free to see all 3 verified contacts at Vesta Wealth Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- CH
Connie Harrison
Office Manager · Operations
EmailPhone - EJ
Elaine Jolley
Financial Advisor · Finance & Accounting
EmailPhone - KA
Kate Anders
Financial Advisor · Finance & Accounting
EmailPhone
Showing 3 of 3 verified contacts
Top roles at Vesta Wealth Advisors
2 distinct titles indexed · top 2 shown.
- 2financial advisor
- 1office manager
Sign up to unlock all 3 contacts at Vesta Wealth Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 3 verified contacts at Vesta Wealth Advisors
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.