Concord Wealth Partners Information
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Concord Wealth Partners
Summary
We help high-net-worth families and business owners set tangible goals and then put strategies in place that assist them in achieving those goals through thoughtful planning and open communication.
Organization Website | concordwealthpartners.com |
Social Links |    |
Phone Number | 276-628-5910 |
Industries | |
Headquarters Location | 955 W. Main Street, Abingdon, Virginia, 24210 US |
Employees Size | 10-50 employees |
Specialties | wealth management, retirement planning, estate planning |
Founded | 2002 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
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Number of employees by department
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Length of Employment
Employee tenure at Concord Wealth Partners shows a diverse range of experience levels:
8% have been with the company for less than 1 year15% for 1–2 years23% for 3–4 years15% for 5–7 years15% for 8–10 years23% have over 11 years of service at Concord Wealth PartnersDiscover More
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Concord Wealth Partners
Jillian McKinnon
Administrative Coordinator
Jonathan Lopez
President
Peter Grange
Wealth Advisor - Education
Hannah Berry
Customer Service Representative
Marchel Lea
Paraplanner
Peter Grange
Director of Education, Certified Financial Planner®
Edward Zywien
Financial Advisor
Gail Maidenbaum
Wealth Advisor
Marissa Klaers
CERTIFIED FINANCIAL PLANNER™
Hiba Charara
Operations Manager
Tyler Fields
Relationship Manager
Rebecca Blevins
Wealth Advisor
Sheila Lopez
Director of Marketing
Michael Poissant
Certified Financial Planner™
Jennifer Caveness
Operations Associate
Joseph Waitkevich
Financial Advisor
Justin Lopez
Chief Sales Officer (CSO)
Daisia McCrae
Associate Financial Advisor
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FAQ
Concord Wealth Partners operates in the Finance industries. More details can be found on the official website: concordwealthpartners.com.
The headquarters of Concord Wealth Partners are located in Abingdon, United States.
You can contact Concord Wealth Partners by phone at 276-628-5910.
Concord Wealth Partners currently employs 10-50 people.
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