Global Wealth Advisors Information
Contact top employees from
Global Wealth Advisors
Summary
𝗬𝗼𝘂𝗿 𝗹𝗶𝗳𝗲 𝗶𝘀 𝗰𝗼𝗺𝗽𝗹𝗶𝗰𝗮𝘁𝗲𝗱 𝗲𝗻𝗼𝘂𝗴𝗵, 𝘆𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘀𝗵𝗼𝘂𝗹𝗱𝗻’𝘁 𝗯𝗲.
Like you, we understand what matters. Your family, career, recreation, and money are all reasons why you look for professio...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Financial Planning, Wealth Management, Estate Planning and Charitable Giving, Business Planning, Risk Management and Insurance, Retirement Planning, Assistance to Loved Ones, Income Tax Planning, Investment Planning, Business Continuity, Asset Allocation, Investment Management, Payroll, Employee Benefits, Company Retirement Plans, Human Resources Management, Business Solutions
Founded
2008
Contact Global Wealth Advisors
Organization Website
Social Links
Phone Number
(972) 930-1238
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| - | - | 25 - 100 | 23.2M | $0 | |
| 1999 | Privately Held | 1-10 | - | $- | |
| 2021 | - | 1-10 | - | $- | |
| 1990 | - | 10-50 | - | $- |
Employees Turnover 2 quarter 2025
Length of Employment
Employee tenure at Global Wealth Advisors shows a diverse range of experience levels:
5% have been with the company for less than 1 year14% for 1–2 years14% for 3–4 years14% for 5–7 years5% for 8–10 years48% have over 11 years of service at Global Wealth AdvisorsContact top employees from
Global Wealth Advisors
Steve Doss
Wealth Advisor
Dana Maksimovich
Marketing Director
Gerard Longo
Wealth Advisor
Scott Portlock
Wealth Advisor
Kamryn Markus
Associate Wealth Advisor
Kris Maksimovich
President
Sydney Katzmark
Planning Associate
Brent Farrimond
Compliance Officer
Tiffany Chen
Client Relationship Manager
Similar Companies
FAQ
Global Wealth Advisors operates in the Financial Services industries. More details can be found on the official website: gwadvisors.net.
The headquarters of Global Wealth Advisors are located in Lewisville, United States.
You can contact Global Wealth Advisors by phone at (972) 930-1238.
Global Wealth Advisors currently employs 10-50 people.
Well-known competitors of Global Wealth Advisors include Eagle Wealth Solutions, Voyager Wealth Management, LLC, OnPoint Wealth Partners and Southern Charter.
