Bluerock Wealth Management Employee Directory

Bluerock Wealth Management corporate office is located in 3650 Mansell Rd Ste 400, Alpharetta, Georgia, 30022, United States and has 1-10 employees.

bluerock wealth management llc

bluerock wealth managment llc

Employees by Department

Departments

Number of employees

Finance

C-Suite

Sales

Operations

Key Employees of Bluerock Wealth Management

Lesley Murray
Chief Operating Officer
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Bluerock Wealth Management Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Bluerock Wealth Management

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

Contact Name

Contact Info

Job Title

HQ Location

RO
Ryan Ottaviano
Email Direct
Wealth Planner
United States , Georgia , Alpharetta

KU
Katie Upchurch
Email Direct
Client Service Associate
United States , Georgia , Alpharetta

RM
Robinson Mertilus
Email Direct
Manager, Wealth, Cfp AE
United States , Georgia , Alpharetta

AS
Alicia Sher
Email Direct
Partner and Wealth Manager
United States , Georgia , Alpharetta

JG
Justin Gillette
Email Direct
Partner and Wealth Manager
United States , Georgia , Alpharetta

AC
Anthony Criscuolo
Email Direct
Senior Manager, Wealth
United States , Georgia , Alpharetta

Lesley Murray
Email Direct
Chief Operating Officer
United States , Georgia , Alpharetta

Raj Chokshi
Email Direct
Chief Executive Officer & Manager, Wealth
United States , Georgia , Alpharetta

JB
James Bonton
Email Direct
Portfolio Manager
United States , Georgia , Alpharetta

ZR
Zachary Rosequist
Email Direct
Wealth Planner
United States , Georgia , Alpharetta

HM
Hector Montero
Email Direct
Tax Specialist
United States , Georgia , Alpharetta

SB
Sharon Brazeal
Email Direct
Client Service Associate
United States , Georgia , Alpharetta

CB
Christina Bryant
Email Direct
Wealth Planner
United States , Georgia , Alpharetta

EW
Elaine Wilhelm
Email Direct
Manager, Operations
United States , Georgia , Alpharetta

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Frequently Asked Questions Regarding Bluerock Wealth Management Employees

How many employees does Bluerock Wealth Management have?

Bluerock Wealth Management has 1-10 employees

Who are Bluerock Wealth Management key employees?

Some of Bluerock Wealth Management key employees are Lesley Murray

Where is Bluerock Wealth Management located?

Bluerock Wealth Management’s headquarters are located at 3650 Mansell Rd Ste 400, Alpharetta, Georgia, 30022, United States

How do I contact Bluerock Wealth Management?

Bluerock Wealth Management Contact Info: Phone number: (678) 527-2800 Website: www.bluerockwealth.com

What does Bluerock Wealth Management do?

Bluerock Wealth Management, located in Alpharetta, Georgia, specializes in personalized financial planning, strategic investing, and proactive tax consulting. As a fiduciary fee-only practice, they prioritize their clients' interests by providing thorough analysis and tailored financial strategies. Their comprehensive approach encompasses the full... Read More

Is Bluerock Wealth Management a public company?

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

See more information about Bluerock Wealth Management Employees