Amplius Wealth Advisors Employee Directory

Amplius Wealth Advisors corporate office is located in 1787 Sentry Pkwy W Ste 100, Blue Bell, Pennsylvania, 19422, United States and has 1-10 employees.

amplius wealth

amplius wealth advisors

Employees by Department

Departments

Number of employees

Finance

Sales

C-Suite

Operations

Key Employees of Amplius Wealth Advisors

Patrick Swift
Partner and President of Wealth Planning
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Amplius Wealth Advisors Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Amplius Wealth Advisors

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

Contact Name

Contact Info

Job Title

HQ Location

ML
Monica Lanzilotta
Email Direct
Director, Client Experience
United States , Pennsylvania , Blue Bell

EW
Elizabeth Whittaker
Email Direct
Director. Relationship Manager
United States , Pennsylvania , Blue Bell

MC
Michelle Czarnecki
Email Direct
Director, Client Operations
United States , Pennsylvania , Blue Bell

Patrick Swift
Email Direct
Partner and President of Wealth Planning
United States , Pennsylvania , Blue Bell

MC
Merritt Carew
Email Direct
Client Associate
United States , Pennsylvania , Blue Bell

SG
Sean Green
Email Direct
Investment Strategist
United States , Pennsylvania , Blue Bell

JB
Joanna Bellinzoni
Email Direct
Client Service Associate
United States , Pennsylvania , Blue Bell

MH
Matthew Harris
Email Direct
Junior Analyst
United States , Pennsylvania , Blue Bell

PM
Philip Matalucci
Email Direct
Senior Wealth Advisor
United States , Pennsylvania , Blue Bell

AM
Allyson Mangine
Email Direct
Senior Wealth Advisor
United States , Pennsylvania , Blue Bell

SL
Samuel Liebman
Email Direct
Founding Partner and Chairman.
United States , Pennsylvania , Blue Bell

Former Employees at Amplius Wealth Advisors

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

PM
Pierce McGinley
Analyst, Advisor Relat... at PPB Capital Partners
Worked as Junior Analyst Co-Op)
at Amplius Wealth Advisors (2024-2024)
Email Direct

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Frequently Asked Questions Regarding Amplius Wealth Advisors Employees

How many employees does Amplius Wealth Advisors have?

Amplius Wealth Advisors has 1-10 employees

Who are Amplius Wealth Advisors key employees?

Some of Amplius Wealth Advisors key employees are Patrick Swift

Where is Amplius Wealth Advisors located?

Amplius Wealth Advisors’s headquarters are located at 1787 Sentry Pkwy W Ste 100, Blue Bell, Pennsylvania, 19422, United States

How do I contact Amplius Wealth Advisors?

Amplius Wealth Advisors Contact Info: Phone number: (215) 310-7770 Website: www.ampliuswealth.com

What does Amplius Wealth Advisors do?

Amplius Wealth Advisors is a Philadelphia-based independent wealth management firm serving successful executives, professionals, and multi-generational families across the United States. They offer comprehensive wealth management services including retirement and education cash flow planning, investment management, tax and estate planning, and risk... Read More

Is Amplius Wealth Advisors a public company?

Amplius Wealth Advisors is private company therefore does not currently have an official ticker symbol

See more information about Amplius Wealth Advisors Employees