Private Wealth Management & Consulting Management Team
Contact top employees from
Private Wealth Management & Consultin...
Summary
Our firm takes your whole financial picture into consideration, because we are relationship-oriented, not product-oriented. Our role is to help make sure that each step of the journey is integrated wi...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Wealth Management Services, Investment Advisory, Executive Benefits, Financial Planning, Estate Planning, Retirement Planning, Investment Strategies, Alternative Investments, Annuities, Life Insurance, Family Wealth Management
Founded
2012
Contact Private Wealth Management & Consulting
Organization Website
Phone Number
850-692-2500
Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Ex-employees positions
In Company
In New Company
Contact top employees from
Private Wealth Management & Consultin...
Jose Marques MBA
Associate Wealth Advisor, Credit Union & Small Bank Program Director
Eddie Knowles
President / Wealth Advisor
Jenna Knowles
Marketing and Event Coordinator
Cynthia Garcia
Financial Advisor
Dawson Hulme
Client Services Specialist
Owen Franklin
Private Wealth Management Senior Intern
Diarmuid Harkin
Intern
Elizabeth McCarthy
Institutional Consulting Analyst
Eric Newman
Executive Director
Marius Els
Consultant
