Integrity Wealth Management Management Team
Contact top employees from
Integrity Wealth Management
Summary
Based in Sarasota, Florida, Integrity Wealth Management, Inc. (IWM) is a registered independent advisory firm dedicated to helping those at or near retirement create solutions for attaining their life...Show more
Organization Website | iwmfl.com |
Social Links |  |
Phone Number | 941-955-2700 |
Industries | |
Headquarters Location | 6561 Palmer Park Circle, Sarasota, Florida, 34238 US |
Employees Size | 1-10 employees |
Specialties | retirement planning |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2017 | Privately Held | 1 - 25 | 5M | $0 | |
| 2021 | - | 200-500 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Integrity Wealth Management shows a diverse range of experience levels:
4% have been with the company for less than 1 year18% for 1–2 years7% for 3–4 years11% for 5–7 years7% for 8–10 years54% have over 11 years of service at Integrity Wealth ManagementContact top employees from
Integrity Wealth Management
Keith Bowers
President
Jennifer Lawson Griffis
President and Founder
Brian Simpson
Owner
Adam Perkins
Wealth Advisor
Mary Sobel
Client Servicing
Gregrey Baker
LPL Finanacial Advisor at Integrity Wealth Management
Aidan McInerney
Wealth Management Intern
Loren Sherman
Financial Advisor
Dillon MacDonald
Marketing and Communications Director
Massimo Teresi
Financial Advisor
CJ Burnett
Financial Advisor
Justin Oliphant
Financial Analyst
Jenna Smits
Client Service Specialist
Joel Craig
Client Relationship Manger
Wesley Frazier
Business Partner
Alina Reitz
Executive Assistant
Steve Klaers
Retired Partner
Todd Kreitzman
Managing Partner
Daniel Zimmerman
Financial Advisor
Peter Sciortino
Managing Partner, Financial Advisor
Erin Bradley
Financial Advisor
Beverly Hayes
Client Services Manager
Dawn Simmons
Administration & Processing Manager
Ken Chrenow
Client Relationship Manager
Lee FitzGerald
Client Relations Specialist
Catherine Menezes Cruz
CIO e Consultora de Investimentos
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FAQ
Integrity Wealth Management operates in the Finance industries. More details can be found on the official website: iwmfl.com.
The headquarters of Integrity Wealth Management are located in Sarasota, United States.
You can contact Integrity Wealth Management by phone at 941-955-2700.
Integrity Wealth Management currently employs 1-10 people.
Well-known competitors of Integrity Wealth Management include Kimery Wealth Management and Public & Government Affairs at Edelman.
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