Bannerman Wealth Information
Contact top employees from
Bannerman Wealth
Summary
Bannerman Wealth is a premier, full service, wealth management firm that specializes in working with individuals and small business owners. Our team helps families transition from the accumulation sta...Show more
Organization Website | bannermanwealth.com |
Social Links |    |
Phone Number | 214.919.4448 |
Industries | |
Headquarters Location | 2560 King Arthur Blvd, Lewisville, TX, 75056 US |
Employees Size | 1-10 employees |
Founded | 2009 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Bannerman Wealth shows a diverse range of experience levels:
17% have been with the company for less than 1 year17% for 1–2 years17% for 3–4 years17% for 5–7 years33% have over 11 years of service at Bannerman WealthContact top employees from
Bannerman Wealth
Jacquelyn Girling
Director of Financial Planning
Josh Bannerman
Certified Financial Planner - Founder & Managing Partner
Anna Kowalczyk Allem
Associate Advisor
Hannah West
Client Services Manager
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FAQ
Bannerman Wealth operates in the Portfolio Management industries. More details can be found on the official website: bannermanwealth.com.
The headquarters of Bannerman Wealth are located in Lewisville, United States.
You can contact Bannerman Wealth by phone at 214.919.4448.
Bannerman Wealth currently employs 1-10 people.
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