Affinity Wealth Management Employee Directory
Affinity Wealth Management corporate office is located in 2961 Centerville Rd Ste 310, Wilmington, Delaware, 19808, United States and has 11-50 employees.
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Employees by Department
Departments
Number of employees
Finance
10
Operations
4
Sales
1
Key Employees of Affinity Wealth Management
- CH
Affinity Wealth Management Global Presence
| Location | People at location |
| North America | 11-50 |
Index of contact profiles from Affinity Wealth Management
- Associate Advisor
- United States , Delaware , Wilmington
- Trading Specialist
- United States , Delaware , Wilmington
- Client Service Professional
- United States , Delaware , Wilmington
- Financial Planning Intern
- United States , Delaware , Wilmington
- Financial Associate & Advisor
- United States , Delaware , Wilmington
- Financial Advisor
- United States , Delaware , Wilmington
- Financial Associate & Advisor
- United States , Delaware , Wilmington
- Director, Operations
- United States , Delaware , Wilmington
- Financial Advisor
- United States , Delaware , Wilmington
- Senior Financial Advisor
- United States , Delaware , Wilmington
- Chairman and Senior Financial Advisor
- United States , Delaware , Wilmington
- Accounting Operations Assistant
- United States , Delaware , Wilmington
- Administrative Assistant, Reception
- United States , Delaware , Wilmington
- Wealth Advisor
- United States , Delaware , Wilmington
- Operations Administrator
- United States , Delaware , Wilmington
- Client Servicing Representative
- United States , Delaware , Wilmington
- Portfolio Manager & Chief Executive Officer & Chairman
- United States , Delaware , Wilmington
Former Employees at Affinity Wealth Management
Explore people who held key positions, contributed to Affinity Wealth Management's success, and advanced their careers.
Investment Operations ... at Dakota Wealth Manageme...
Worked as Trading Specialist
at Affinity Wealth Management (2021-2022)
Senior Product Solutio... at AngelList
Worked as Financial Planning Intern
at Affinity Wealth Management (2015-2017)
Associate Relationship... at Clark Capital Manageme...
Worked as Financial Associate & Advisor
at Affinity Wealth Management
Senior Wealth Planner at The Haverford Trust
Worked as Lead Financial Advisor III
at Affinity Wealth Management (2024-2026)
Grants & Knowledge Man... at Robert Wood Johnson Fo...
Worked as Manager, Client Services
at Affinity Wealth Management (2016-2018)
Manager, Marketing, Tm... at S&P Global
Worked as Marketing Associate
at Affinity Wealth Management (2020-2021)
Explore More
People from Similar Companies in the Finance Industry Located in Delaware, United States
Frequently Asked Questions Regarding Affinity Wealth Management Employees
Affinity Wealth Management has been providing financial planning and wealth management services since 1974, focusing on aligning clients' financial goals with their personal ambitions. They offer a range of services including estate planning, tax strategies, investment management, and retirement planning tailored to individual needs. Their intended... Read More
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