Integrated Financial Partners Information
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Integrated Financial Partners
Summary
Integrated Financial Partners has been in the industry for 30 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 139. To connect with Integrated Financial Partners employee register on SignalHire.
Organization Website | IFPadvisor.com |
Industries | |
Headquarters Location | 300 Fifth Avenue, 3rd Floor, Waltham, Massachusetts, 02451 US |
Employees Size | 200-500 employees |
Specialties | Fee-Based Financial Planning, Retirement Planning, Business Succession Planning, Lifetime Income Model™, Financial Second Opinion™, Business Owner Model™, Plan for Financial Comfort™, Integrated 401(k)™, Legacy Discussion™ |
Founded | 1996 |
Employees Turnover 1 quarter 2026
Number of employees switched from or switched to
Total number all of employee turnover
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Number of employees by department
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Length of Employment
Employee tenure at Integrated Financial Partners shows a diverse range of experience levels:
3% have been with the company for less than 1 year8% for 1–2 years8% for 3–4 years8% for 5–7 years13% for 8–10 years63% have over 11 years of service at Integrated Financial PartnersDiscover More
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Integrated Financial Partners
Gina Potter Wilson
Wealth Planning Advisor
Sherrin Sanderson
Executive Assistant
Heidi Patterson
Financial Planner
Martha Payne
Financial Planner
Michael Wallander
Financial Advisor
Kevin McGrady
Wealth Planning Advisor
Carson Hebblethwaite
Client Services Representative
Lauren Duke
Operations Associate
Stephen Joyner
Financial Planner, CRPC®
Jim Littleton
Director of Client Relations
Connor Bouvier
Incoming Wealth Management Intern Summer 2025
Eric Schubert
Financial Planner Assistant
Carolyn Kneeland
Operations Manager
Clint Mills
Business Development Manager
Marwah Jalawan
Administrative Assistant
Stephen Kolano
Chief Investment Officer
Jon Gonthier
Wealth Planning Advisor
Taylor Orlando
Director of Operations/Paraplanner
Yana Lonshakova
Director Of Operations
Angelina Compston
Accounting and Case Design Associate
Colby Dobrusin
Director of Financial Planning for Andrew J. Ross, CFP®, CPFA
Katrina Pignone
Client Account Manager
Edward Emberger
Financial Services Professional
Patrick Eaker
Financial Planner
Bill Whitney
Private Wealth Advisor
Guido Sarcione
Financial Planner
Jim Hoogasian
Financial Planner
Edward Gay
Financial Planner
Matthew Bonsall
Director of Investment Planning Operations
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FAQ
Integrated Financial Partners operates in the Finance industries. More details can be found on the official website: IFPadvisor.com.
The headquarters of Integrated Financial Partners are located in Waltham, United States.
Integrated Financial Partners currently employs 200-500 people.
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