360 Wealth Management Employee Directory

360 Wealth Management corporate office is located in 10037 E Dynamite Blvd Ste 110, Scottsdale, Arizona, 85262, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Key Employees of 360 Wealth Management

WW
William Wilkin...
Founder & President & Managing Principal
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360 Wealth Management Global Presence

Location	People at location
North America	1-10
Europe	1-10

Index of contact profiles from 360 Wealth Management

Hundreds of professionals searching for 360 Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

WW
William Wilkinson
Email Direct
Founder & President & Managing Principal
United States , Arizona , Scottsdale

AM
Abraham Mansour
Email Direct
Financial Advisor
United States , Arizona , Scottsdale

LK
Lia King
Email Direct
Office Manager
United States , Arizona , Scottsdale

WA
William Atkins
Email Direct
Co-Founder, 360 Wealth Management Partners
United States , Arizona , Scottsdale

KM
Kraig McFarland
Email Direct
Wealth Advisor
United States , Arizona , Scottsdale

JR
Jill Royal
Email Direct
Director, Compliance
United States , Arizona , Scottsdale

CA
Chad Atkins
Email Direct
Principal, CFP
United States , Arizona , Scottsdale

TG
Tamra Gaines
Email Direct
Director, Marketing
United States , Arizona , Scottsdale

JB
Janet Broyles
Email Direct
Financial Advisor
United States , Arizona , Scottsdale

MH
Maggie Hap
Email Direct
Compliance & Compliance Operations Analyst & Supervisor
United States , Arizona , Scottsdale

CW
Calvin Wilkinson
Email Direct
Vice President and Financial Advisor
United States , Arizona , Scottsdale

AV
Abigail Valentine
Email Direct
Vice President, Planning & Operations
United States , Arizona , Scottsdale

Former Employees at 360 Wealth Management

Explore people who held key positions, contributed to 360 Wealth Management's success, and advanced their careers.

Eric Holt

Partner at Cerity Partners

Worked as Founder & President

at 360 Wealth Management (2016-2018)

Direct

Rhonda Fuller

Chief Operating Office... at Advisor Resource Counc...

Worked as Director, Operations

at 360 Wealth Management

Direct

Shana Mchaffey

Director, Asset Manage... at Advisor Resource Counc...

Worked as Centralized Service Manager

at 360 Wealth Management (2026-2026)

Direct

Mask Content

Director, Client Servi... at Advisor Resource Counc...

Worked as Director, Client Services

at 360 Wealth Management (2026-2026)

Direct

Mask Content

Project Finance Associ... at Sunvest Solar

Worked as Compliance Administrator

at 360 Wealth Management (2019-2019)

Direct

Mask Content

Administrative Assista... at LPL Financial

Worked as Associate

at 360 Wealth Management (2012-2024)

Direct

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Frequently Asked Questions Regarding 360 Wealth Management Employees

How many employees does 360 Wealth Management have?

360 Wealth Management has 11-50 employees

Who are 360 Wealth Management key employees?

Some of 360 Wealth Management key employees are William Wilkinson

Where is 360 Wealth Management located?

360 Wealth Management’s headquarters are located at 10037 E Dynamite Blvd Ste 110, Scottsdale, Arizona, 85262, United States

How do I contact 360 Wealth Management?

360 Wealth Management Contact Info: Phone number: (480) 588-8522 Website: www.360wm.net

What does 360 Wealth Management do?

360 Wealth Management is a financial advisory firm located in Scottsdale, AZ, dedicated to helping clients create, implement, and manage personalized financial plans. They offer a comprehensive range of services including investment management, retirement income planning, and insurance planning, all designed to align with clients' values and aspira... Read More

Is 360 Wealth Management a public company?

360 Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about 360 Wealth Management Employees