ClientFirst Wealth, Legacy & Estate Planning Management Team
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Summary
The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 3. To connect with ClientFirst Wealth, Legacy & Estate Planning employee register on SignalHire.
Organization Website | clientfirstwm.com |
Phone Number | (501) 603-0406 |
Industries | |
Headquarters Location | 1501 N University Ave, Little Rock, Arkansas, 72207 US |
Employees Size | 1-10 employees |
Specialties | Wealth Management, Financial Advisor, Investment Advisor, Investment Management, Financial Planning |
Employees Turnover 4 quarter 2025
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Length of Employment
Employee tenure at ClientFirst Wealth, Legacy & Estate Planning shows a diverse range of experience levels:
33% have been with the company for less than 1 year33% for 5–7 years33% have over 11 years of service at ClientFirst Wealth, Legacy & Estate PlanningDiscover More
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ClientFirst Wealth, Legacy & Estate P...
Ed Mahaffy
President and Senior Portfolio Manager
William Mahaffy
Vice President
Tami Borland
Director Of Financial Planning
Tami Borland
VP Director of Operations
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FAQ
ClientFirst Wealth, Legacy & Estate Planning operates in the Finance industries. More details can be found on the official website: clientfirstwm.com.
The headquarters of ClientFirst Wealth, Legacy & Estate Planning are located in Little Rock, United States.
You can contact ClientFirst Wealth, Legacy & Estate Planning by phone at (501) 603-0406.
ClientFirst Wealth, Legacy & Estate Planning currently employs 1-10 people.
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