Concord Wealth Partners Employee Directory

Concord Wealth Partners corporate office is located in 955 W Main St, Abingdon, Virginia, 24210, United States and has 51-200 employees.

concord wealth partners

concord wealth partners llc

lopez wealth management group

concordwealthpartners.com

lopez wealth direct brokerage llc

concord 2001 inc

Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Key Employees of Concord Wealth Partners

Justin Lopez
President
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Concord Wealth Partners Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Concord Wealth Partners

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

Contact Name

Contact Info

Job Title

HQ Location

JM
Jillian McKinnon
Email Direct
Administrative Coordinator
United States , Virginia , Abingdon

Justin Lopez
Email Direct
President
United States , Virginia , Abingdon

PG
Peter Grange
Email Direct
Director, Education & Certified Financial Planner
United States , Virginia , Abingdon

MK
Marissa Klaers
Email Direct
Certified Financial Planner
United States , Virginia , Abingdon

ML
Marchel Lea
Email Direct
Paraplanner
United States , Virginia , Abingdon

HC
Hiba Charara
Email Direct
Manager, Operations
United States , Virginia , Abingdon

DP
Daisia Pratt
Email Direct
Paraplanner
United States , Virginia , Abingdon

MP
Marissa Poissant
Email Direct
Certified Financial Planner
United States , Virginia , Abingdon

JM
Judy McCardle
Email Direct
Accounting Specialist
United States , Virginia , Abingdon

Former Employees at Concord Wealth Partners

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

Joseph Waitkevich

Wealth Advisor at Claro Advisors

Worked as Financial Advisor

at Concord Wealth Partners

Direct

Carrie Reeves

Company Owner at Special T Manufacturin...

Worked as Customer Service Manager

at Concord Wealth Partners (2018-2026)

Direct

Matt Heitman

Partner at Carmel Capital Partner...

Worked as Partner

at Concord Wealth Partners (2020-2026)

Direct

Mask Content

Consultant at Morgan Stanley

Worked as Wealth Advisor

at Concord Wealth Partners (2021-2022)

Direct

Explore More

People from Similar Companies in the Finance Industry Located in Virginia, United States

Korea Venture Center

501-1,000 Employees

Bank of Clarke County

201-500 Employees

Southern Trust Mortgage

201-500 Employees

Momentus Capital

201-500 Employees

Chesapeake Financial Shares

51-200 Employees

Moss & Associates, PC

51-200 Employees

Frequently Asked Questions Regarding Concord Wealth Partners Employees

How many employees does Concord Wealth Partners have?

Concord Wealth Partners has 51-200 employees

Who are Concord Wealth Partners key employees?

Some of Concord Wealth Partners key employees are Justin Lopez

Where is Concord Wealth Partners located?

Concord Wealth Partners’s headquarters are located at 955 W Main St, Abingdon, Virginia, 24210, United States

How do I contact Concord Wealth Partners?

Concord Wealth Partners Contact Info: Phone number: (276) 628-5910 Website: www.concordwealthpartners.com

What does Concord Wealth Partners do?

Concord Wealth Partners was founded in 1997 in Abingdon , Virginia. The family-operated financial advisory firm has four offices and represents 500 small businesses and families in Virginia , Maryland , District of Columbia , and northeast Tennessee . As of December 2020 , Concord manages over $450 million in assets.... Read More

Is Concord Wealth Partners a public company?

Concord Wealth Partners is private company therefore does not currently have an official ticker symbol

See more information about Concord Wealth Partners Employees