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
12
Operations
7
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
- Trading Specialist
- United States , Delaware , Wilmington
- Client Service Professional
- United States , Delaware , Wilmington
- Administrative Assistant
- United States , Delaware , Wilmington
- Financial Planning Intern
- United States , Delaware , Wilmington
- Financial Associate & Advisor
- United States , Delaware , Wilmington
- Research Analyst & Financial Advisor
- United States , Delaware , Wilmington
- Chairman and Senior Financial Advisor
- United States , Delaware , Wilmington
- Senior Financial Advisor
- United States , Delaware , Wilmington
- Director, Operations
- United States , Delaware , Wilmington
- Accounting Operations Assistant
- United States , Delaware , Wilmington
- Financial Advisor
- United States , Delaware , Wilmington
- Financial Advisor
- United States , Delaware , Wilmington
- Financial Associate & Advisor
- United States , Delaware , Wilmington
- Financial Associate & Advisor
- United States , Delaware , Wilmington
- Wealth Advisor
- United States , Delaware , Wilmington
- Operations Specialist
- United States , Delaware , Wilmington
- Operations Administrator
- United States , Delaware , Wilmington
- Founder
- 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.
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Worked as Financial Associate & Advisor
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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)
Manager, Investment at Roffman Miller Associa...
Worked as Senior Financial Advisor
at Affinity Wealth Management (2013-2023)
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Frequently Asked Questions Regarding Affinity Wealth Management Employees
Affinity Wealth, located in Wilmington, Delaware, specializes in advanced wealth management, retirement planning, and tax strategies for clients in Delaware and Pennsylvania. Founded in 1974, the firm focuses on helping clients achieve their personal and financial goals to create fulfilling life experiences. Their services include investment manage... Read More
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