Ivy Wealth Partners Information
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Ivy Wealth Partners
Summary
Our mission is to help clients simplify financial planning; so, their goals are accomplished as they journey through life.
As a client, you gain a strategic partner to help you review cur...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Founded
2024
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Ivy Wealth Partners shows a diverse range of experience levels:
20% have been with the company for less than 1 year20% for 1–2 years20% for 5–7 years20% for 8–10 years20% have over 11 years of service at Ivy Wealth PartnersEx-employees positions
In Company
In New Company
Contact top employees from
Ivy Wealth Partners
Alexander Howell
Partner - Director of Wealth Management
Martin Couric
Wealth Management Advisor and Founder
Sydney Smith
Director of Marketing and Client Services
Allison Schaefer
Financial Representative Assistant
Jack Witmer
Associate Advisor
John Amoruso
Financial Advisor
Emily Field
Intern
Grace Michel
Asst. Financial Representative
