Core Advisors Employee Directory

Q: Who are Core Advisors key employees?

Some of Core Advisors key employees are Kristen Louden , Tanner Merritt

Core Advisors corporate office is located in 510 Lexington Ave Ste 101, Chapin, South Carolina, 29036, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Sales

Key Employees of Core Advisors

KL
Kristen Louden
Director, Tax & Accounting
PhoneEmail
TM
Tanner Merritt
Director, Financial Planning
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Core Advisors Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Core Advisors

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

Contact Name

Contact Info

Job Title

HQ Location

KL
Kristen Louden
Email Direct
Director, Tax & Accounting
United States , South Carolina , Chapin

TM
Tanner Merritt
Email Direct
Director, Financial Planning
United States , South Carolina , Chapin

TB
Tara Bolton
Email Direct
Client Service Specialist
United States , South Carolina , Chapin

AA
Aubree Anderson
Email Direct
Payroll Specialist
United States , South Carolina , Chapin

DC
Denise Cowles
Email Direct
Paraplanner
United States , South Carolina , Chapin

CH
Clair Harmon
Email Direct
Operations Specialist
United States , South Carolina , Chapin

JB
Jeremiah Barwick
Email Direct
Financial Planner
United States , South Carolina , Chapin

CL
Chasity Lominick
Email Direct
Small Business Specialist
United States , South Carolina , Chapin

Former Employees at Core Advisors

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

AW
Allen White
Director, Planning at DeRose Financial Plann...
Worked as Director, Financial Planning
at Core Advisors (2019-2025)
Email Direct
SM
Sydney Mitcham
Professional Recruiter at AllSearch Professional...
Worked as Small Business Specialist
at Core Advisors (2020-2021)
Email Direct
MG
Madison Graham
Customer Service Repre... at Unum
Worked as Client Communications Coordinator
at Core Advisors (2018-2019)
Email Direct

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Frequently Asked Questions Regarding Core Advisors Employees

How many employees does Core Advisors have?

Core Advisors has 1-10 employees

Who are Core Advisors key employees?

Some of Core Advisors key employees are Kristen Louden, Tanner Merritt

Where is Core Advisors located?

Core Advisors’s headquarters are located at 510 Lexington Ave Ste 101, Chapin, South Carolina, 29036, United States

How do I contact Core Advisors?

Core Advisors Contact Info: Phone number: (803) 941-4440 Website: www.coreadvisors.com

What does Core Advisors do?

Core Advisors specializes in comprehensive financial services specifically for dentists, providing expertise in accounting, bookkeeping, tax planning, payroll, and wealth management. With over 20 years of experience, their dedicated team of Dental CPAs and financial advisors handle both practice and personal finances, allowing clients to focus on t... Read More

Is Core Advisors a public company?

Core Advisors is private company therefore does not currently have an official ticker symbol

See more information about Core Advisors Employees