Plail Wealth Management Inc. Management Team
Contact top employees from
Plail Wealth Management Inc.
Summary
Plail Wealth Management Inc., a subsidiary of Raymond James, is a financial services firm focused on delivering personalized financial plans with its client's best interests in mind.
Our...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Financial Planning, Education Planning, Fixed Income Services, Estate, Charitable Giving & Trust Planning, Investment Strategies, Longevity Planning, Portfolio Management, Retirement Planning, Risk Management, Advice and Guidance
Founded
2021
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Plail Wealth Management Inc. shows a diverse range of experience levels:
33% have been with the company for less than 1 year67% for 3–4 yearsContact top employees from
Plail Wealth Management Inc.
Mallory Boron
Managing Director
Matthew Francis
Financial Planner
Jonathan Plail
President & CEO of Plail Wealth Management Inc.
Kristina Trybus
Financial Planner
Carolyn Daigler
Client Services Manager
Jennifer Plail, CPA
Member
