Discipline Wealth Solutions Employee Directory

Discipline Wealth Solutions corporate office is located in 15 Halton Green Way, Greenville, South Carolina, 29607, United States and has 11-50 employees.

discipline wealth solutions

Employees by Department

Departments

Number of employees

Operations

C-Suite

Finance

Marketing

Key Employees of Discipline Wealth Solutions

JB
J. Ballentine
President & Founder
PhoneEmail
JS
James Studer
Financial Wings Llc Founder & President
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Discipline Wealth Solutions Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Discipline Wealth Solutions

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

Contact Name

Contact Info

Job Title

HQ Location

TW
Terri Walton
Email Direct
Manager, Operations
United States , South Carolina , Greenville

JD
Jordan Durham
Email Direct
Marketing Brand Strategist
United States , South Carolina , Greenville

GJ
George Johnson
Email Direct
Financial Advisor
United States , South Carolina , Greenville

SH
Shannon Hume
Email Direct
Bookkeeper and Administrative Assistant
United States , South Carolina , Greenville

BS
Brooks Stahlnecker
Email Direct
Owner of The Stahlnecker Group
United States , South Carolina , Greenville

JB
J. Ballentine
Email Direct
President & Founder
United States , South Carolina , Greenville

JS
James Studer
Email Direct
Financial Wings Llc Founder & President
United States , South Carolina , Greenville

JP
Joseph Petry
Email Direct
Petry Financial Services Owner
United States , South Carolina , Greenville

KV
Krystal Villanueva
Email Direct
Operations Specialist
United States , South Carolina , Greenville

Former Employees at Discipline Wealth Solutions

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

AW
Anna Waters
Manager, Marketing at D.R. Horton
Worked as Marketing Brand Strategist
at Discipline Wealth Solutions (2023-2024)
Email Direct
AC
Anthony Colancecco
Wealth Advisor & Chief... at Ballentine Capital Adv...
Worked as Chief Operating Officer
at Discipline Wealth Solutions (2023-2026)
Email Direct

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Frequently Asked Questions Regarding Discipline Wealth Solutions Employees

How many employees does Discipline Wealth Solutions have?

Discipline Wealth Solutions has 11-50 employees

Who are Discipline Wealth Solutions key employees?

Some of Discipline Wealth Solutions key employees are J. Ballentine, James Studer

Where is Discipline Wealth Solutions located?

Discipline Wealth Solutions’s headquarters are located at 15 Halton Green Way, Greenville, South Carolina, 29607, United States

How do I contact Discipline Wealth Solutions?

Discipline Wealth Solutions Contact Info: Website: www.disciplinewealth.com

What does Discipline Wealth Solutions do?

Discipline Wealth Solutions offers nationwide back-office support for financial advisors and Registered Investment Advisors (RIAs), providing services such as investment management, portfolio optimization, compliance solutions, and technology-driven efficiency. Their Integrated Advisor Platform (IAP) allows advisors to maintain control over their b... Read More

Is Discipline Wealth Solutions a public company?

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

See more information about Discipline Wealth Solutions Employees