EverSource Wealth Advisors Employee Directory

EverSource Wealth Advisors corporate office is located in 3500 Colonnade Pkwy Ste 150, Birmingham, Alabama, 35243, United States and has 1-10 employees.

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eversource wealth advisors llc

Employees by Department

Departments

Number of employees

Finance

Operations

Information Technology

Engineering & Technical

C-Suite

Legal

Marketing

Key Employees of EverSource Wealth Advisors

DC
David Curran
Chief of Staff
PhoneEmail
Todd Kessler
Chief Administrative Officer (CAO)
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

EverSource Wealth Advisors Global Presence

Location	People at location
North America	11-50

Index of contact profiles from EverSource Wealth Advisors

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

Contact Name

Contact Info

Job Title

HQ Location

CM
Christopher Milling
Email Direct
Manager, Compliance
United States , Alabama , Birmingham

AC
Abbey Casady
Email Direct
Wealth Advisor
United States , Alabama , Birmingham

TK
Tyler Keuning
Email Direct
Wealth Advisor
United States , Alabama , Birmingham

CN
Carlton Neil
Email Direct
Senior Investment Analyst
United States , Alabama , Birmingham

EH
Edward Hart
Email Direct
Audience Development Head
United States , Alabama , Birmingham

JM
Joseph Mbabu
Email Direct
Software Developer
United States , Alabama , Birmingham

AM
Andrew Murphy
Email Direct
Manager, Investment Operations
United States , Alabama , Birmingham

Todd Kessler
Email Direct
Chief Administrative Officer (CAO)
United States , Alabama , Birmingham

JR
Jessica Riner
Email Direct
Director of Advisor Virtual Support
United States , Alabama , Birmingham

DS
Deborah Stouffer
Email Direct
Manager, Operations
United States , Alabama , Birmingham

DC
David Curran
Email Direct
Chief of Staff
United States , Alabama , Birmingham

JA
John Ashcraft
Email Direct
Data Solutions Architect
United States , Alabama , Birmingham

TD
Theresa Davis
Email Direct
Executive Assistant
United States , Alabama , Birmingham

AO
Angie Ott
Email Direct
Services Advisor & Manager
United States , Alabama , Birmingham

JT
Jonathan Tue
Email Direct
Financial Advisor
United States , Alabama , Birmingham

KB
Keaton Burke
Email Direct
Financial Advisor
United States , Alabama , Birmingham

EU
Easton Upchurch
Email Direct
Financial Advisor
United States , Alabama , Birmingham

BV
Bailey VandenHeuvel
Email Direct
Data Business Intelligence Analyst
United States , Alabama , Birmingham

MA
Mona Adamson
Email Direct
Virtual Assistant
United States , Alabama , Birmingham

DS
David Sims
Email Direct
Wealth & Generosity Advisor
United States , Alabama , Birmingham

RL
Rhonda Lutzke
Email Direct
Chief Strategy Officer
United States , Alabama , Birmingham

KE
Kaylyn Elhoffer
Email Direct
Manager, Operations With Reinhold Financial An Eversource Wealth Advisors Team
United States , Alabama , Birmingham

JB
John Burch
Email Direct
Financial Planner
United States , Alabama , Birmingham

AV
Andrew Varnedoe
Email Direct
Wealth Advisor
United States , Alabama , Birmingham

MD
Micah Darlington
Email Direct
Associate Planner
United States , Alabama , Birmingham

123

Former Employees at EverSource Wealth Advisors

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

Jeorjette Twogood

Chief Executive Office... at CenterPoint Strategies

Worked as Managing Partner

at EverSource Wealth Advisors

Direct

Reed McMahon

Vice President at XLCS Partners

Worked as Summer Analyst

at EverSource Wealth Advisors (2019-2019)

Direct

Randall Wilson

Chief Spiritual Office... at WeldenField Developmen...

Worked as Director, Spiritual Integration

at EverSource Wealth Advisors

Direct

Mask Content

Manager, Engagement at Medallia

Worked as Management Intern

at EverSource Wealth Advisors (2017-2017)

Direct

Mask Content

Franchise Owner at Ivybrook Academy

Worked as Financial Advisor

at EverSource Wealth Advisors (2022-2026)

Direct

Mask Content

Director, Planning Ope... at Christy Capital Manage...

Worked as Associate

at EverSource Wealth Advisors (2025-2025)

Direct

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Frequently Asked Questions Regarding EverSource Wealth Advisors Employees

How many employees does EverSource Wealth Advisors have?

EverSource Wealth Advisors has 1-10 employees

Who are EverSource Wealth Advisors key employees?

Some of EverSource Wealth Advisors key employees are David Curran, Todd Kessler

Where is EverSource Wealth Advisors located?

EverSource Wealth Advisors’s headquarters are located at 3500 Colonnade Pkwy Ste 150, Birmingham, Alabama, 35243, United States

How do I contact EverSource Wealth Advisors?

EverSource Wealth Advisors Contact Info: Website: www.eversourcewealthadvisors.com

What does EverSource Wealth Advisors do?

Eversource Wealth Advisors specializes in comprehensive wealth management, providing services that include financial planning, investment advisory, and life planning. They aim to help individuals and families achieve peace of mind by aligning their financial strategies with their unique values and goals. The firm operates on a fee-based, fiduciary... Read More

Is EverSource Wealth Advisors a public company?

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

See more information about EverSource Wealth Advisors Employees