Copper Leaf Financial Employee Directory
Copper Leaf Financial corporate office is located in 33 Blair Park Rd Ste 201, Williston, Vermont, 05495, United States and has 11-50 employees.
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Employees by Department
Departments
Number of employees
Sales
2
Finance
2
Operations
1
Key Employees of Copper Leaf Financial
Copper Leaf Financial Global Presence
| Location | People at location |
| North America | 1-10 |
Index of contact profiles from Copper Leaf Financial
- Senior Wealth Advisor
- United States , Vermont , Williston
- Client Services Associate
- United States , Vermont , Williston
- Firm Administrator
- United States , Vermont , Williston
- Private Wealth Management Intern
- United States , Vermont , Williston
- Client Services Associate
- United States , Vermont , Williston
- Associate Wealth Advisor
- United States , Vermont , Williston
- Firm Administrator
- United States , Vermont , Williston
Former Employees at Copper Leaf Financial
Explore people who held key positions, contributed to Copper Leaf Financial's success, and advanced their careers.
Manager, Marketing at Davis & Hodgdon Associ...
Worked as Marketing Coordinator
at Copper Leaf Financial
Financial Advisor at Berger Financial Group
Worked as Weath Advisor
at Copper Leaf Financial (2018-2021)
Senior Financial Analy... at King Arthur Baking
Worked as Wealth Advisor
at Copper Leaf Financial (2021-2023)
Financial Advisor at Wealth Enhancement
Worked as Senior Wealth Advisor
at Copper Leaf Financial (2024-2025)
Operational Specialist at Davis & Hodgdon Associ...
Worked as Client Service Associate
at Copper Leaf Financial (2018-2020)
Explore More
People from Similar Companies in the Finance Industry Located in Vermont, United States
Frequently Asked Questions Regarding Copper Leaf Financial Employees
Copper Leaf Financial is a comprehensive financial services firm based in Burlington, Vermont, specializing in a holistic approach to wealth management. They offer a range of services including financial planning, investment services, sustainable investing, retirement plans, and tax analysis, catering to families, business owners, and self-employed... Read More
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