Zenith Wealth Advisors
At Zenith, we believe that your wealth management team should feel like family. Whether you’re thinking about today or planning for tomorrow, you can rest easy knowing our team is hard at work helping secure your future. Every Zenith client is as unique as the financial landscape they face. To get you where you want to go, you’ll need more than run-of-the-mill, cookie-cutter solutions. Our team is ready to lend our collective financial experience and technical knowledge to help you reach your destination. Our approach to wealth management is rooted in a fundamental belief that client success stems from building trusted relationships. When you manage your wealth with Zenith, you can count on our team to provide excellence, experience, and innovative strategies— all with a personal touch.
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Verified contacts
5
available on Kipplo
LinkedIn employees
7
11 to 50 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
4
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- JT
Jennifer Thompson
Managing Director · General Business & Management
EmailPhone - AR
Andrew Roodveldt
Senior Vice President -senior Portfolio Manager (Founding Member) · Other
EmailPhone - JW
Jenifer Warnhoff
Chief Compliance Officer & Relationship Manager · Other
EmailPhone
Showing 3 of 5 verified contacts
Top roles at Zenith Wealth Advisors
5 distinct titles indexed · top 5 shown.
- 1chief compliance officer & relationship manager
- 1consultant for upcoming trust department
- 1investment associate
- 1managing director
- 1senior vice president -senior portfolio manager (founding member)
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