Wealth Advocates
Managing your estate can be complicated. Let us make your life easier and reduce your worries by organizing all of your financial needs into a well-coordinated, synchronized, estate. At Wealth Advocates, we focus on the 5 main pillars of personal finance: 1. Legal Estate Structure 2. Tax Management Investing 3. Retirement Distribution Strategy 4. Risk Management. Investing We can help ensure you meet your financial goals and retirement dreams.
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Verified contacts
7
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
21
organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- NV
Nicole Varick
Director of Client Services · Customer/Client Service
EmailPhone - CM
Colten Millett
Operations · Operations
EmailPhone - PJ
Patrick Jenkins
Principal · Finance & Accounting
EmailPhone - AD
Ammon Doman
Financial Advisor · Finance & Accounting
EmailPhone - HF
Hannah Fox
Client Services · Customer/Client Service
EmailPhone - SS
Sheri Stanko
Administrative Assistant, Client Services · Customer/Client Service
EmailPhone
Showing 6 of 7 verified contacts
Top roles at Wealth Advocates
6 distinct titles indexed · top 6 shown.
- 2principal
- 1administrative assistant, client services
- 1client services
- 1director of client services
- 1financial advisor
- 1operations
Sign up to unlock all 7 contacts at Wealth Advocates
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 7 verified contacts at Wealth Advocates
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