Plott

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

2401 S Main St Ste C, Blacksburg, Virgin...

Phone Number

(540) 639-2139

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Plott

Plott & French is a wealth management firm based in Blacksburg, VA, serving clients throughout Southwest Virginia and beyond. They offer a comprehensive range of personalized financial services, including wealth management, advanced planning, and philanthropic strategies, tailored to meet the unique needs of high net worth families, business owners, healthcare professionals, and retirees. Their consultative approach emphasizes building lasting relationships and understanding clients' values to help them achieve their financial goals. The firm also provides a Virtual Family Office service to streamline coordination among various financial professionals for clients with complex, multi-generational needs.Explore more
Plott's Social MediaPopular SearchesPlottPlott & French Financial AdvisorsPlott and French Financial AdvisorsFrench Financial AdvisorFrench Financial AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Plott Org Chart

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MP
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Financial, Chfc Advisor

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Team Member

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Manager, Personal Wealth To Select Clients

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Plott

<$5M
1-10
Private
-
2005
MP
Mary PlottFinancial, Chfc Advisor
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$6.3M
1-10
Private
-
1999
RW
Randall WhitePresident & Owner
$5.8M
1-10
Private
<$5M
2013
MG
Michelle GagnonSenior Manager, Client Services & Operations
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
1-10
Private
-
1996
KM
Kerron MilesRelationship Support Associate
<$5M
1-10
Private
-
2019
BW
Brian WestcoatManaging Partner and Chief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Plott is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Plott is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Plott.

Plott Tech Stack

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Frequently Asked Questions Regarding Plott

What is Plott's official website?
Plott's official website is www.plottandfrench.com
What is Plott's Revenue?
Plott's revenue is <$5 Million
What is Plott's SIC code?
Plott's SIC: 62,628
What is Plott's NAICS code?
Plott's NAICS: 52,523
How many employees does Plott have?
Plott has 1-10 employees
What industry does Plott belong to?
Plott is in the industry of: Finance, Securities Trading
What is Plott competition?
Plott top competitors include: Sterling Total Wealth Solutions, Harmon Financial Advisors, Beacon Financial Partners, TriCapital Wealth Management
What technology does Plott use?
Some of the popular technologies that Plott uses are: WordPress.org, Google Cloud DNS, Enom DNS Hosting, Google Cloud Platform
How do I contact Plott?
Plott contact info: Phone number: (540) 639-2139 Website: www.plottandfrench.com
What does Plott do?

Plott & French is a wealth management firm based in Blacksburg, VA, serving clients throughout Southwest Virginia and beyond. They offer a comprehensive range of personalized financial services, including wealth management, advanced planning, and philanthropic strategies, tailored to meet the unique needs of high net worth families, business owners... , healthcare professionals, and retirees. Their consultative approach emphasizes building lasting relationships and understanding clients' values to help them achieve their financial goals. The firm also provides a Virtual Family Office service to streamline coordination among various financial professionals for clients with complex, multi-generational needs.Read More

What are Plott social media links?
Plott Linkedin page Plott Facebook page
Is Plott a public company?
Plott is private company therefore does not currently have an official ticker symbol
See more information about Plott

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