Genesis Wealth Management, LLC. Management Team
Contact top employees from
Genesis Wealth Management, LLC.
Summary
The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 38. To connect with Genesis Wealth Management, LLC. employee register on SignalHire.
Organization Website | genesiswealthtx.com |
Phone Number | (210) 686-9000 |
Industries | |
Headquarters Location | 19707 IH 10 W, San Antonio, Texas, 78249 US |
Employees Size | 10-50 employees |
Specialties | Financial Planning, Wealth Management, Retirement Planning, Estate Planning, Portfolio Management, Insurance Planning, Tax Planning |
Employees Turnover 1 quarter 2026
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Genesis Wealth Management, LLC. shows a diverse range of experience levels:
11% have been with the company for less than 1 year22% for 1–2 years22% for 3–4 years11% for 5–7 years33% for 8–10 yearsContact top employees from
Genesis Wealth Management, LLC.
A
Arokia
Vice President of Engineering – Wealth & Asset Management
D
Donna Leonard
Financial Services Coordinator
D
Deann Bustos
Financial Services Coordinator
R
Richard Rose
Executive Wealth Manager
C
CAMERON McLEAN
Intern
Z
Zehra Candler CFP®
Executive Wealth Manager
W
Wendy Russell
Executive Wealth Manager
C
Carlos Lopez
Independent Financial Advisor
A
Adam Iosue
Executive Wealth Manager
L
Lee Eun Joo
Financial Management Analyst
T
Tiffani McDonald
Executive Assistant
K
K April Jacquo
Executive Assistant
X
Xavier Gutierrez
Paraplanner
B
Benjamin Beecher
Executive Wealth Manager
Y
Youree McBride
Executive Wealth Manager, CFP®
R
Rick Poligala
Chief Operating Officer
Companies Similar to Genesis Wealth Management, LLC.
FAQ
Genesis Wealth Management, LLC. operates in the Finance industries. More details can be found on the official website: genesiswealthtx.com.
The headquarters of Genesis Wealth Management, LLC. are located in San Antonio, United States.
You can contact Genesis Wealth Management, LLC. by phone at (210) 686-9000.
Genesis Wealth Management, LLC. currently employs 10-50 people.
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