Avion Wealth, LLC Management Team
Contact top employees from
Avion Wealth, LLC
Summary
Welcome to Avion Wealth, an independent, fee-only, wealth management and investment advisor firm located in The Woodlands, Texas and serving clients across the U.S.
Our mission is to prov...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Fee Only Financial Planning
Founded
2005
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Ex-employees switched to
Length of Employment
Employee tenure at Avion Wealth, LLC shows a diverse range of experience levels:
9% have been with the company for less than 1 year9% for 1–2 years9% for 3–4 years27% for 5–7 years14% for 8–10 years32% have over 11 years of service at Avion Wealth, LLCEx-employees positions
In Company
In New Company
Contact top employees from
Avion Wealth, LLC
Paul Carroll CFP®
Principal
Megan Beaufays
Wealth Manager
Christopher McBee
Relationship Manager
Sydney Kempler
Marketing Coordinator
Ashley Dominey Stewart
Partner & Wealth Manager
Jena Hanna
Administrative Assistant and Business Development Manager
Olivia Schnell
Corporate Event Manager
Jill Handwerk
Administrative Assistant
Alana Wells
Chief Operations Officer
Karla Saez
Client Administrative Assistant
Elizabeth Brady
Partner & Wealth Manager
Rachel Sundbeck
Administrative Assistant
Sarah McIvor
Partner
Abi Demirovic
Associate Relationship Manager
Cait Lewis
Client Administrative Assistant
Cade Burgess
Associate Relationship Manager
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FAQ
Avion Wealth, LLC operates in the Financial Services industries. More details can be found on the official website: avionwealth.com.
The headquarters of Avion Wealth, LLC are located in The Woodlands, United States.
You can contact Avion Wealth, LLC by phone at 281-528-1200.
Avion Wealth, LLC currently employs 10-50 people.
