CORE Wealth Advisors, Inc.: Detailed Company Information & Corporate Profile
Contact top employees from
CORE Wealth Advisors, Inc.
Summary
CORE Wealth Advisors, Inc. has been in the industry for 13 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 12. To connect with CORE Wealth Advisors, Inc. employee register on SignalHire.
| CORE Wealth Advisors, Inc. Website | corewealth.com |
| Phone Number | 863.904.4745 |
| Industries | |
| CORE Wealth Advisors, Inc. Headquarters address | 231 North Kentucky Ave, Lakeland, FL, 33801 US |
| Employees Size | 1-10 employees |
| Specialties | Wealth Management, Financial Planning, Athletic Administration, Retirement Planning |
| Founded | 2013 |
Workforce Turnover
Corporate Tenure Analytics
CORE Wealth Advisors, Inc. Workforce Experience Insights
9% have been with the company for less than 1 year18% for 1–2 years18% for 3–4 years18% for 5–7 years18% for 8–10 years18% have over 11 years of service at CORE Wealth Advisors, Inc.Contact top employees from
CORE Wealth Advisors, Inc.
Derek Stross
Director of Tax Strategy, Financial Advisor
Paul Weaver
Director of Investments, Chief Compliance Officer
Michael Ehlenbeck
Financial Advisor
Nathan Dunham
Co Founder
Lisa Burton
Director of Client Services
Kenneth Moore
Financial Advisor
Mary Lyons
Director of Client Relations
Haley Tonge
Director of Trust & Estate Planning
Sarah
Customer Relationship Manager
Sarah Trask Rodriguez
Compliance & Strategic Projects Manager
Isabella Doyle
Hospitality & Logistics Specialist
Heath Clevenger
Portfolio Analyst
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CORE Wealth Advisors, Inc. Corporate Information: FAQ
CORE Wealth Advisors, Inc. operates in the Finance industries. More details can be found on the official website: corewealth.com.
The headquarters of CORE Wealth Advisors, Inc. are located in Lakeland, United States.
You can contact CORE Wealth Advisors, Inc. by phone at 863.904.4745.
CORE Wealth Advisors, Inc. currently employs 1-10 people.
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