Crescent Wealth Partners Employee Directory

Crescent Wealth Partners corporate office is located in 5674 Marquesas Cir, Sarasota, Florida, 34233, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Sales

Operations

Marketing

Key Employees of Crescent Wealth Partners

SC
Steven Cecil
Director, Operations
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Crescent Wealth Partners Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Crescent Wealth Partners

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

Contact Name

Contact Info

Job Title

HQ Location

MG
Madi Grogan
Email Direct
Manager, Marketing
United States , Florida , Sarasota

SC
Steven Cecil
Email Direct
Director, Operations
United States , Florida , Sarasota

PS
Paula Skelley
Email Direct
Client Concierge
United States , Florida , Sarasota

SC
Stephen Coopersmith
Email Direct
Financial Advisor
United States , Florida , Sarasota

BH
Brent Hillerich
Email Direct
Founding Partner
United States , Florida , Sarasota

VB
Vita Basarab
Email Direct
Relationship Manager
United States , Florida , Sarasota

DM
Dwight Montgomery
Email Direct
Private Wealth Consultant
United States , Florida , Sarasota

BG
Brian Grogan
Email Direct
Founding Partner
United States , Florida , Sarasota

CW
Claudia Woods
Email Direct
Executive Assistant
United States , Florida , Sarasota

CB
Claudia Burke
Email Direct
Executive Assistant
United States , Florida , Sarasota

Former Employees at Crescent Wealth Partners

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

JN
Joseph Neff
Wealth Advisor & Assoc... at Measured Wealth
Worked as Financial Advisor
at Crescent Wealth Partners (2019-2022)
Email Direct

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Frequently Asked Questions Regarding Crescent Wealth Partners Employees

How many employees does Crescent Wealth Partners have?

Crescent Wealth Partners has 1-10 employees

Who are Crescent Wealth Partners key employees?

Some of Crescent Wealth Partners key employees are Steven Cecil

Where is Crescent Wealth Partners located?

Crescent Wealth Partners’s headquarters are located at 5674 Marquesas Cir, Sarasota, Florida, 34233, United States

How do I contact Crescent Wealth Partners?

Crescent Wealth Partners Contact Info: Phone number: (941) 923-3663 Website: www.cwpadvisorygroup.com

What does Crescent Wealth Partners do?

Crescent Wealth Partners is a wealth management firm that provides comprehensive financial guidance beyond traditional investment management. They offer a range of services including customized investment solutions, tax planning, estate planning, and retirement planning, aimed at helping clients achieve their financial goals. The firm serves famili... Read More

Is Crescent Wealth Partners a public company?

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

See more information about Crescent Wealth Partners Employees