Wise Counsel Wealth Management
Money doesn't have to be complicated. We help individuals and business owners make better financial decisions so you can live the life you really care about. It all starts with a complimentary, 15 minute phone call with an experienced wealth advisor. Visit our website for free downloads and details on scheduling a phone call. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.
7-day free trial · no credit card
Verified contacts
6
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
64
organic / mo
Sign up free to see all 6 verified contacts at Wise Counsel Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- RJ
Ricky Jackson
Relationship Manager · Sales & Business Development
EmailPhone - ZL
Zach Langan
Wealth Advisor · Finance & Accounting
EmailPhone - TC
Trent Connor
Associate Wealth Advisor · Finance & Accounting
EmailPhone - BH
Bob Huntley
Founder and Wealth Advisor · Other
EmailPhone - KV
Kelly Vick
Client Services · Customer/Client Service
EmailPhone - SW
Stephanie Wilson
Director of Communications · Other
EmailPhone
Showing 6 of 6 verified contacts
Top roles at Wise Counsel Wealth Management
6 distinct titles indexed · top 6 shown.
- 1associate wealth advisor
- 1client services
- 1director of communications
- 1founder and wealth advisor
- 1relationship manager
- 1wealth advisor
Sign up to unlock all 6 contacts at Wise Counsel Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 6 verified contacts at Wise Counsel Wealth Management
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.