Arcadia Wealth Management Employee Directory

Arcadia Wealth Management corporate office is located in 10 Edgewood Ave, Smithtown, New York, 11787, United States and has 1-10 employees.

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Arcadia Wealth Management Global Presence

Location	People at location
North America	1-10

Arcadia Wealth Management CEO

Allison VanaskiChief Executive Officer

Phone

See Profile

Key Employees of Arcadia Wealth Management

DA
Darlene Attard
Client Relationship Manager
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Index of contact profiles from Arcadia Wealth Management

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

Contact Name

Contact Info

Job Title

HQ Location

AV
Allison Vanaski
Email Direct
Chief Executive Officer
United States , New York , Smithtown

KL
Kelly Lynch
Email Direct
Associate Wealth Advisor
United States , New York , Smithtown

DA
Darlene Attard
Email Direct
Client Relationship Manager
United States , New York , Smithtown

Walter Wisniewski
Email Direct
President & Founder & Chief Executive Officer
United States , New York , Smithtown

Former Employees at Arcadia Wealth Management

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

SW
Sara Wicks
Partner, Director of F... at Bridgewater Advisors
Worked as Chief Operating Officer and Paraplanner
at Arcadia Wealth Management (2013-2019)
Email Direct
KH
Kyle Hauptman
Financial Advisor at Edward Jones
Worked as Summer Intern
at Arcadia Wealth Management (2019-2019)
Email Direct
SS
Sara Stollberger
Director, Financial Pl... at Bridgewater Advisors
Worked as Chief Operating Officer and Paraplanner
at Arcadia Wealth Management (2013-2019)
Email Direct

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Frequently Asked Questions Regarding Arcadia Wealth Management Employees

How many employees does Arcadia Wealth Management have?

Arcadia Wealth Management has 1-10 employees

Who is the CEO of Arcadia Wealth Management?

Arcadia Wealth Management’s CEO is Allison Vanaski

Who are Arcadia Wealth Management key employees?

Some of Arcadia Wealth Management key employees are Darlene Attard

Where is Arcadia Wealth Management located?

Arcadia Wealth Management’s headquarters are located at 10 Edgewood Ave, Smithtown, New York, 11787, United States

How do I contact Arcadia Wealth Management?

Arcadia Wealth Management Contact Info: Phone number: (631) 549-5400 Website: www.arcadiawm.com

What does Arcadia Wealth Management do?

Arcadia Wealth Management is a multi-generational, fee-only financial advisory firm based in Smithtown, NY, dedicated to helping clients achieve peace of mind and confidence throughout their financial journeys. They offer comprehensive financial life planning and sophisticated investment management services, focusing on creating and preserving weal... Read More

Is Arcadia Wealth Management a public company?

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

See more information about Arcadia Wealth Management Employees