Flourish Wealth Management® Management Team
Contact top employees from
Flourish Wealth Management®
Summary
Flourish Wealth Management® has been in the industry for 12 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 7. To connect with Flourish Wealth Management® employee register on SignalHire.
Organization Website | flourishwealthmanagement.com |
Phone Number | 952.392.4474 |
Industries | |
Headquarters Location | 3300 Edinborough Way, Suite 420, Edina, MN, 55435 US |
Employees Size | 1-10 employees |
Specialties | wealth management, financial planning, investment planning |
Founded | 2014 |
Employees Turnover 1 quarter 2026
Length of Employment
Employee tenure at Flourish Wealth Management® shows a diverse range of experience levels:
8% have been with the company for less than 1 year23% for 1–2 years23% for 3–4 years23% for 5–7 years15% for 8–10 years8% have over 11 years of service at Flourish Wealth Management®Contact top employees from
Flourish Wealth Management®
Kathy Longo
President & Founder
Jay Pluimer
Director of Investments
Grant Shaffer
Wealth Manager
Anna Davis
Executive Assistant
Jaclyn Madrid
Wealth Manager
Jayden Shultz
Investment Associate
Joey Fenwick
Partner & Wealth Manager
Companies Similar to Flourish Wealth Management®
FAQ
Flourish Wealth Management® operates in the Finance industries. More details can be found on the official website: flourishwealthmanagement.com.
The headquarters of Flourish Wealth Management® are located in Edina, United States.
You can contact Flourish Wealth Management® by phone at 952.392.4474.
Flourish Wealth Management® currently employs 1-10 people.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
