Congruent Wealth Employee Directory

Congruent Wealth corporate office is located in 7077 Bonneval Rd Ste 300, Jacksonville, Florida, 32216, United States and has 1-10 employees.

congruent wealth

Congruent Wealth Global Presence

Location	People at location
North America	1-10

Key Employees of Congruent Wealth

DP
David Phillips
Director, Operations
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Index of contact profiles from Congruent Wealth

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

Contact Name

Contact Info

Job Title

HQ Location

SL
Sam Levin
Email Direct
Wealth Planner
United States , Florida , Jacksonville

DP
David Phillips
Email Direct
Director, Operations
United States , Florida , Jacksonville

DW
Dani Wilson
Email Direct
Office Administrator
United States , Florida , Jacksonville

DO
David Overby
Email Direct
Senior Wealth Planner
United States , Florida , Jacksonville

VL
Vanessa Lovett
Email Direct
Wealth Management Assistant
United States , Florida , Jacksonville

JO
Jennifer Orlando
Email Direct
Senior Wealth Management Assistant
United States , Florida , Jacksonville

JT
John Thompson
Email Direct
Private Wealth Advisor & Owner
United States , Florida , Jacksonville

Former Employees at Congruent Wealth

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

MJ
Miroslav Josic
Senior Client Services... at Ullmann Wealth Partner...
Worked as Client Relationship Manager
at Congruent Wealth (2024-2024)
Email Direct
KC
Keenan Crosby
Retirement Education S... at NFP
Worked as Client Relationship Manager
at Congruent Wealth (2023-2024)
Email Direct
SH
Sarah Harrison
Executive Assistant at Baptist Health
Worked as Executive Assistant
at Congruent Wealth (2023-2024)
Email Direct

Explore More

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

Gk Financial Groups

1K - 5K Employees

City National Bank of Florida

1K - 5K Employees

First Federal Bank of Florida

501-1,000 Employees

NewtekOne

501-1,000 Employees

EMM Loans

201-500 Employees

American Home Mortgage Servicing

201-500 Employees

Frequently Asked Questions Regarding Congruent Wealth Employees

How many employees does Congruent Wealth have?

Congruent Wealth has 1-10 employees

Who are Congruent Wealth key employees?

Some of Congruent Wealth key employees are David Phillips

Where is Congruent Wealth located?

Congruent Wealth’s headquarters are located at 7077 Bonneval Rd Ste 300, Jacksonville, Florida, 32216, United States

How do I contact Congruent Wealth?

Congruent Wealth Contact Info: Website: www.congruentwealth.com

What does Congruent Wealth do?

Congruent Wealth specializes in providing customized wealth management strategies for high-net-worth individuals and families. Their services include investment management, tax planning, estate planning, and asset protection, all aimed at helping clients achieve financial independence and preserve their wealth. The company collaborates with clients... Read More

Is Congruent Wealth a public company?

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

See more information about Congruent Wealth Employees