Wdw Financial
Westbrooks Dugger & Westbrooks financial has been introducing individuals, families and companies to financial products and services for a long time. We can trace our roots back to 1937 when James Westbrooks’ father, Bill, began his career in the life insurance industry with a friendly, personal approach. Today, as a full-service financial company, we offer a broad range of products and services for both individuals and companies with the same friendly, personal approach that Bill pioneered those many years ago. However, there is more to us than just being friendly. We combine our hands-on technique with an unyielding commitment to provide you with personalized financial insight, focus and achievement to help meet your needs. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/ SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Westbrooks Dugger & Westbrooks is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms.
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Verified contacts
16
available on Kipplo
LinkedIn employees
20
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
8
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- DH
Donna Heinley
Operations Manager · Operations
EmailPhone - SS
Shelby Smith
Retirement Plan Specialist · Finance & Accounting
EmailPhone - DJ
David J. Dugger
Partner · General Business & Management
EmailPhone - MW
Michael Westbrooks
Partner · General Business & Management
EmailPhone - SF
Stephen Falk
Partner · General Business & Management
EmailPhone - MH
Michael Henley
Manager · General Business & Management
EmailPhone - WQ
Wen Qin Luisi
Financial Planner · Finance & Accounting
EmailPhone - DM
Dan M.
Partner · General Business & Management
EmailPhone
Showing 8 of 16 verified contacts
Top roles at Wdw Financial
12 distinct titles indexed · top 10 shown.
- 4partner
- 2financial planner
- 1client service associate
- 1doctor
- 1english teacher
- 1hostess
- 1manager
- 1nwm
- 1operations manager
- 1private chef
- +2more titles
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