EverSource Wealth Advisors®
EverSource Wealth Advisors®

EverSource Wealth Advisors® Information

Contact top employees from EverSource Wealth Advisors®

Summary

EverSource Wealth Advisors® is a private company that has been in the industry for 9 years. The company currently specializes in the Financial Services area. The position of the CEO is occupied by Mark A Wesson. Its headquarters is located at Birmingham, Alabama, USA. The EverSource Wealth Advisors® annual revenue is estimated at < 1M. Total funding of the company - $4.4M. To connect with EverSource Wealth Advisors® employee register on SignalHire.

Organization Website

eversourcewealthadvisors.com

Phone Number

205-982-5500

Industries

Headquarters Location

3500 Colonnade Pkwy, Birmingham, Alabama, 35243 US

Employees Size

100-200 employees

Specialties

Wealth Management, Wealth Counseling, growth strategies, Technology & CRM, Compliance, Financial Advisor Coaching, Operations Workflows, Integrated Partnership, Middle Office Support, Practice Management, Financial Advisor Marketing, Investment Management

DMA Code

Birmingham Metropolitan Area

Founded

2017

Operating Status

Independent Company

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at EverSource Wealth Advisors® shows a diverse range of experience levels:
13% have been with the company for less than 1 year13% for 1–2 years13% for 3–4 years33% for 5–7 years27% for 8–10 years
Ex-employees positions
In Company
In New Company
Contact top employees from EverSource Wealth Advisors®
Carlton Neil
Senior Investment Analyst
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Eric Reinhold
Senior Wealth Advisor with EverSource Wealth Advisors
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Glenn Waddell
General Counsel and Chief Compliance Officer
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Todd Kessler
Chief Administrative Officer (CAO)
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Ed Hart
Director of Marketing And Business Development
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Joseph Mbabu
Software Developer
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Theresa Davis
Executive Assistant to Chief Executive Officer
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David Sims JD PhD CKA® CEP®
Wealth & Generosity Advisor
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Brandi Lobato
Wealth Management Advisor at Cornerstone 360 Advisors
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Deborah Stouffer
Operations Manager
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Elisabeth Prinz
Operations and Training Manager
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Dan Twogood
Managing Partner
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Benaiah Gorman
Wealth Advisor
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Kaylyn Elhoffer
Operations Manager with Reinhold Financial an EverSource Wealth Advisors team
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Abbey Casady
Wealth Advisor
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Mark Wesson
Chief Executive Officer
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Rhonda Lutzke
Chief Strategy Officer
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Rhonda Hitchcock
Chief Operations Officer
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Chase Boardman
Accounting and Finance Manager
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Stephen Miller
Senior Financial Advisor
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John Ashcraft
Data Solutions Architect
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Tucker Bryan
Associate Financial Planner - Miller Wealth Management
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David Sandhu
Sr. Financial Advisor
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James Miller
Senior Financial Advisor
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Jenny Freihage
Senior Compliance Associate
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Amy Baxter
HR and Admin Specialist
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Tyler Keuning
Wealth Advisor
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Mona Adamson
Virtual Assistant
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Kyler Reinhold
Associate Financial Advisor
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FAQ

EverSource Wealth Advisors® operates in the Finance industries. More details can be found on the official website: eversourcewealthadvisors.com.
The headquarters of EverSource Wealth Advisors® are located in Birmingham, United States.
The current CEO of EverSource Wealth Advisors® is Mark A Wesson
You can contact EverSource Wealth Advisors® by phone at 205-982-5500.
EverSource Wealth Advisors® currently employs 100-200 people.
EverSource Wealth Advisors®'s revenue is approximately < 1M.

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