Wealthmd
WealthMD was founded by Seth Cohn and Scott Varon. Originally college friends, they reconnected in 2002 as seasoned financial services professionals and quickly discovered they had similar financial philosophies. Years before they went into practice together, Seth had seen firsthand that doctors received little education on personal finances and efficient practice management. As Seth and Scott joined forces, they continued to enhance the popular Business of Medicine lecture series. Seth and Scott put their heads together and decided they could expand the lecture series to additional teaching hospitals in Atlanta and beyond. The partnership grew from there, and together they co-founded the firm now known as WealthMD. Today, WealthMD’s team focuses on the financial planning needs of healthcare professionals – from residents to established physicians to CRNAs, in almost every single specialty.
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Verified contacts
11
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
2
tools in use
Monthly traffic
44
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- JW
Justin Willmott
Financial Advisor · Finance & Accounting
EmailPhone - AJ
Alexander J. Hall
Associate · Finance & Accounting
EmailPhone - AE
Alicia E. Kelley
New Business Coordinator · General Business & Management
EmailPhone - SR
Sandra R.
Executive Assistant · General Business & Management
EmailPhone
Showing 4 of 11 verified contacts
Top roles at Wealthmd
8 distinct titles indexed · top 8 shown.
- 2executive assistant
- 2financial advisor
- 1accounting operations
- 1associate
- 1financial services representative
- 1mortgage loan processor
- 1new business coordinator
- 1sales administrative assistant
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