Collaborative Wealth® Information
Contact top employees from
Collaborative Wealth®
Summary
CollaborativeWEALTH® is a highly orchestrated, integrated wealth planning and investment management firm serving affluent families, individuals, and businesses. Our group of highly qualified and seas...Show more
Organization Website | collaborativewealth.com |
Social Links |   |
Phone Number | 1-800-269-9787 |
Industries | |
Headquarters Location | 972 International Pkwy, Lake Mary, Florida, 32746 US |
Employees Size | 10-50 employees |
Specialties | Wealth Planning, Investment Advisory, Estate & Trust, Insurance, Retirement Plans |
Founded | 2006 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Collaborative Wealth® shows a diverse range of experience levels:
6% have been with the company for less than 1 year13% for 1–2 years13% for 3–4 years13% for 5–7 years31% for 8–10 years25% have over 11 years of service at Collaborative Wealth®Contact top employees from
Collaborative Wealth®
Jaren Holmes
Compliance Associate
Shawn Smith
Wealth Advisor
Benjamin Sullivan
Wealth Planner
Larry Resczenski
Wealth Advisor
Matt Giles
Wealth Advisor
Thomas Pratt
Wealth Advisor
Doug Jones
Trader/Para-planner/Portfolio Analyst/Customer Service Associate
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FAQ
Collaborative Wealth® operates in the Finance industries. More details can be found on the official website: collaborativewealth.com.
The headquarters of Collaborative Wealth® are located in Lake Mary, United States.
You can contact Collaborative Wealth® by phone at 1-800-269-9787.
Collaborative Wealth® currently employs 10-50 people.
Data Privacy
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SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
