Sozo Private Wealth Information
Contact top employees from
Sozo Private Wealth
Summary
We manage the process to enable the client to experience financial success. We take success from John Wooden who said, "success is peace of mind as a direct result of self-satisfaction knowing you did...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Founded
2023
Employees Turnover 2 quarter 2025
Length of Employment
Employee tenure at Sozo Private Wealth shows a diverse range of experience levels:
9% have been with the company for less than 1 year64% for 1–2 years18% for 3–4 years9% for 8–10 yearsEx-employees positions
In Company
In New Company
Contact top employees from
Sozo Private Wealth
Brent Burke
Partner and Private Wealth Advisor
Jon Benken
Financial Advisor
Brianna Blankenship
Financial Planning Analyst
Kyle Wilson
Chief Operating Officer
Sawyer Green
Investment Operations Manager
Kathleen Remley
Insurance Operations Manager
Kyle Brady
Associate Financial Advisor
Misa Brown
Financial Planning Analyst
Jonathan Rhodes CFP®
Associate Private Wealth Advisor
Justin Neal
CEO, Partner and Private Wealth Advisor
Jeremy McGrath CFP®
Financial Planning Specialist
Eli Whalen
Financial Planning Intern
Steven Carroll, CFP®, RICP®, ChFC ®
Partner and Private Wealth Advisor
