NetVEST Financial, LLC Information
Contact top employees from
NetVEST Financial, LLC
Summary
NetVEST Financial LLC is an independent wealth and estate management practice that utilizes a unique blend of professionals to address our client’s varied financial needs. Our philosophy consists of a...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Investment Management, Retirement Planning, Estate Planning, Tax Planning Strategies, Insurance Planning, Education Planning, Wealth Management
Founded
1996
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at NetVEST Financial, LLC shows a diverse range of experience levels:
10% have been with the company for less than 1 year10% for 1–2 years10% for 5–7 years20% for 8–10 years50% have over 11 years of service at NetVEST Financial, LLCContact top employees from
NetVEST Financial, LLC
Ryan Marsh
Senior Tax Accountant
Andrea Sandry
Administrative & Technology Director
Kelly Carlsen
Senior Vice President of Business Operations
ELVIO SCARAMELLA
Managing Director of Business Development
Michael Ortola
Wealth Manager/Financial Advisor
Tamra Schertzer
Director of First Impressions
