Baldwin Advisory Employee Directory

Baldwin Advisory corporate office is located in 440 Monticello Ave Ste 1823A, Norfolk, Virginia, 23510, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Information Technology

Baldwin Advisory CEO

Dickie BaldwinChief Executive Officer

Phone

See Profile

Key Employees of Baldwin Advisory

JC
Jackie Cassada
Director, Information Technology
PhoneEmail
PhoneEmail
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Baldwin Advisory Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Baldwin Advisory

Hundreds of professionals searching for Baldwin Advisory have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

KB
Khalila Baldwin
Email Direct
High-Level Convenings, Security & Government Institutions Gulf Africa Strategic Advisor (US)
United States , Virginia , Norfolk

Dickie Baldwin
Email Direct
Chief Executive Officer
United States , Virginia , Norfolk

EB
Erin Barefoot
Email Direct
Tax Support Staff
United States , Virginia , Norfolk

LS
Lindsey Shaffer
Email Direct
Manager, Tax
United States , Virginia , Norfolk

CS
Crystal Stevens
Email Direct
Tax Support Staff
United States , Virginia , Norfolk

JC
Jackie Cassada
Email Direct
Director, Information Technology
United States , Virginia , Norfolk

BV
Brenda Vance
Email Direct
Paraprofessional Enrolled Agent
United States , Virginia , Norfolk

MR
Melissa Rene
Email Direct
Tax Staff
United States , Virginia , Norfolk

KE
Kristy Everett
Email Direct
Supervisor, Tax
United States , Virginia , Norfolk

JG
Judith Gonzalez
Email Direct
Supervisor, Tax
United States , Virginia , Norfolk

RK
Rasheed Khan
Email Direct
Tax Intern
United States , Virginia , Norfolk

DB
Deborah Baldwin
Email Direct
Clinical Research Leader
United States , Virginia , Norfolk

MD
Melissa Downey
Email Direct
Staff Accountant
United States , Virginia , Norfolk

Former Employees at Baldwin Advisory

Explore people who held key positions, contributed to Baldwin Advisory's success, and advanced their careers.

SB
Shirley Baldwin
Tax Partner at Wall Einhorn & Chernit...
Worked as Founder
at Baldwin Advisory (2018-2026)
Email Direct
RC
Robin Casteen
Realtor Licensed In Vi... at Keller Williams Realty
Worked as Administrative Assistant, Marketing
at Baldwin Advisory (2018-2019)
Email Direct

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Frequently Asked Questions Regarding Baldwin Advisory Employees

How many employees does Baldwin Advisory have?

Baldwin Advisory has 11-50 employees

Who is the CEO of Baldwin Advisory?

Baldwin Advisory’s CEO is Dickie Baldwin

Who are Baldwin Advisory key employees?

Some of Baldwin Advisory key employees are Jackie Cassada

Where is Baldwin Advisory located?

Baldwin Advisory’s headquarters are located at 440 Monticello Ave Ste 1823A, Norfolk, Virginia, 23510, United States

How do I contact Baldwin Advisory?

Baldwin Advisory Contact Info: Phone number: (757) 227-4515 Website: www.baldwinadvisoryllc.com

What does Baldwin Advisory do?

Clearstead Advisors, LLC, formerly known as Baldwin Advisory, LLC, is a Registered Investment Advisor based in Norfolk, VA. The firm specializes in intergenerational income tax, estate, and financial planning services tailored for corporate executives and high net worth individuals. Led by Shirley Baldwin, CPA, CFP, the team consists of eleven prof... Read More

Is Baldwin Advisory a public company?

Baldwin Advisory is private company therefore does not currently have an official ticker symbol

See more information about Baldwin Advisory Employees