Element Wealth Employee Directory

Element Wealth corporate office is located in 800 Woodlands Pkwy Ste 201, Ridgeland, Mississippi, 39157, United States and has 1-10 employees.

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myelementwealth

Employees by Department

Departments

Number of employees

Finance

Operations

Legal

Key Employees of Element Wealth

JM
Juli-Ann Marqu...
Manager, Operations & Chief Compliance Officer
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Element Wealth Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Element Wealth

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

Contact Name

Contact Info

Job Title

HQ Location

Bv
Brian von Hein
Email Direct
Director, Operations
United States , Mississippi , Ridgeland

SP
Sarah Pehler
Email Direct
Wealth Management Advisor & Associate
United States , Mississippi , Ridgeland

SN
Susan Neese
Email Direct
Retirement Plan Client Service Manager
United States , Mississippi , Ridgeland

YW
Yeager Whitehead
Email Direct
Financial Services Associate
United States , Mississippi , Ridgeland

HP
Hayes Puckett
Email Direct
Advisor Associate
United States , Mississippi , Ridgeland

SH
Stacie Hurt
Email Direct
Senior Csa
United States , Mississippi , Ridgeland

LP
Loretta Packer
Email Direct
Support Associate
United States , Mississippi , Ridgeland

JB
Jimmy Bailey
Email Direct
Investment Advisor
United States , Mississippi , Ridgeland

JM
Juli-Ann Marquette
Email Direct
Manager, Operations & Chief Compliance Officer
United States , Mississippi , Ridgeland

LK
Lea Kemp
Email Direct
Business & Client Service Coordinator
United States , Mississippi , Ridgeland

DW
Danny Williams
Email Direct
Senior Advisor
United States , Mississippi , Ridgeland

DM
David Morse
Email Direct
Certified Financial Planner
United States , Mississippi , Ridgeland

LH
Lance Heisler
Email Direct
Investment Advisor & Representative
United States , Mississippi , Ridgeland

EG
Eddie Gay
Email Direct
Investment Advisor & Representative
United States , Mississippi , Ridgeland

Former Employees at Element Wealth

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

LY
Lee Yancey
State Representative at Mississippi House of R...
Worked as Investment Advisor & Representative
at Element Wealth
Email Direct

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Frequently Asked Questions Regarding Element Wealth Employees

How many employees does Element Wealth have?

Element Wealth has 1-10 employees

Who are Element Wealth key employees?

Some of Element Wealth key employees are Juli-Ann Marquette

Where is Element Wealth located?

Element Wealth’s headquarters are located at 800 Woodlands Pkwy Ste 201, Ridgeland, Mississippi, 39157, United States

How do I contact Element Wealth?

Element Wealth Contact Info: Phone number: (601) 957-6006 Website: www.myelementwealth.com

What does Element Wealth do?

Element Wealth is a registered investment adviser based in Ridgeland, Mississippi, specializing in financial planning and investment advisory services. The company focuses on helping clients, particularly those preparing for retirement or recently retired, to create clarity and confidence in their financial decisions. They aim to assist successful... Read More

Is Element Wealth a public company?

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

See more information about Element Wealth Employees