BML Wealth Management Employee Directory

BML Wealth Management corporate office is located in 2 Park Plz Ste 280, Irvine, California, 92614, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

Marketing

Sales

Operations

Key Employees of BML Wealth Management

NS
Natalie Shirle...
Vice President, Operations
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BML Wealth Management Global Presence

Location	People at location
North America	1-10

Index of contact profiles from BML Wealth Management

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

Contact Name

Contact Info

Job Title

HQ Location

DS
Dallin Sproul
Email Direct
Manager, Tax Planning
United States , California , Irvine

NS
Natalie Shirley
Email Direct
Vice President, Operations
United States , California , Irvine

SD
Stacy DeGroot
Email Direct
Strategic Growth and Communications
United States , California , Irvine

JS
Jose Soria
Email Direct
Financial Advisor
United States , California , Irvine

JL
Jordan Lisnock
Email Direct
Financial Advisor
United States , California , Irvine

SA
Sophia Amato
Email Direct
Marketing Coordinator
United States , California , Irvine

PK
Paige Kouretchian
Email Direct
Manager, Marketing
United States , California , Irvine

CH
Candace Horve
Email Direct
Lead Client Service Specialist
United States , California , Irvine

KD
Kurtis DeSousa
Email Direct
Financial Advisor
United States , California , Irvine

Former Employees at BML Wealth Management

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

SB
Shane Brosnan
President at Brosnan & Associates F...
Worked as Senior Manager, Wealth
at BML Wealth Management (2015-2024)
Email Direct
AV
Arthur Veyna
Financial Advisor at WestPac Wealth Partner...
Worked as Investment Advisor & Representative
at BML Wealth Management (2018-2021)
Email Direct
CL
Clancy Lackey
Business Coordinator at The Baldwin Group
Worked as Business Specialist
at BML Wealth Management (2019-2019)
Email Direct

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Frequently Asked Questions Regarding BML Wealth Management Employees

How many employees does BML Wealth Management have?

BML Wealth Management has 1-10 employees

Who are BML Wealth Management key employees?

Some of BML Wealth Management key employees are Natalie Shirley

Where is BML Wealth Management located?

BML Wealth Management’s headquarters are located at 2 Park Plz Ste 280, Irvine, California, 92614, United States

How do I contact BML Wealth Management?

BML Wealth Management Contact Info: Phone number: (949) 682-9105 Website: www.bmlwealth.net

What does BML Wealth Management do?

BML Wealth Management is an independent financial services firm based in Irvine, specializing in personalized retirement and wealth management services. They offer a variety of services including income, investment, tax, healthcare, and legacy planning, tailored to meet the unique goals of individuals and families. The firm is recognized on the Inc... Read More

Is BML Wealth Management a public company?

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

See more information about BML Wealth Management Employees