4Point Wealth Management Employee Directory

4Point Wealth Management corporate office is located in 559 Davidson Gateway Dr Ste 101, Davidson, North Carolina, 28036, United States and has 11-50 employees.

4point wealth management

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Key Employees of 4Point Wealth Management

JT
Jay Tillman
Managing Partner
PhoneEmail
JT
Jerathen Tillm...
Senior Financial Advisor
PhoneEmail
LL
Laura Long
Partner, Financial Advisor
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

4Point Wealth Management Global Presence

Location	People at location
North America	1-10

Index of contact profiles from 4Point Wealth Management

Hundreds of professionals searching for 4Point Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

RD
Randi Derene
Email Direct
Financial Consultant
United States , North Carolina , Davidson

JT
Jay Tillman
Email Direct
Managing Partner
United States , North Carolina , Davidson

LL
Laura Long
Email Direct
Partner, Financial Advisor
United States , North Carolina , Davidson

JT
Jerathen Tillman
Email Direct
Senior Financial Advisor
United States , North Carolina , Davidson

Former Employees at 4Point Wealth Management

Explore people who held key positions, contributed to 4Point Wealth Management's success, and advanced their careers.

CM
Christina McConnell
Manager, Member Servic... at Black Hills Federal Cr...
Worked as Managing Partner, Financial Advisor
at 4Point Wealth Management
Email Direct

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Frequently Asked Questions Regarding 4Point Wealth Management Employees

How many employees does 4Point Wealth Management have?

4Point Wealth Management has 11-50 employees

Who are 4Point Wealth Management key employees?

Some of 4Point Wealth Management key employees are Jay Tillman, Jerathen Tillman, Laura Long

Where is 4Point Wealth Management located?

4Point Wealth Management’s headquarters are located at 559 Davidson Gateway Dr Ste 101, Davidson, North Carolina, 28036, United States

How do I contact 4Point Wealth Management?

4Point Wealth Management Contact Info: Phone number: (704) 765-1688 Website: www.4pointwm.com

What does 4Point Wealth Management do?

4Point Wealth Management is a fiduciary financial advisory firm located in Davidson, NC, serving the Lake Norman area. The firm specializes in retirement income planning, legacy planning, and personalized wealth strategies for individuals, families, and business owners. They focus on building lasting relationships with clients through value-driven... Read More

Is 4Point Wealth Management a public company?

4Point Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about 4Point Wealth Management Employees