IM Wealth Partners Employee Directory

IM Wealth Partners corporate office is located in 3 Valley Sq Ste 110, Blue Bell, Pennsylvania, 19422, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Sales

Key Employees of IM Wealth Partners

JZ
Jon Zerges
Head of Trading
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IM Wealth Partners Global Presence

Location	People at location
North America	11-50

Index of contact profiles from IM Wealth Partners

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

Contact Name

Contact Info

Job Title

HQ Location

Ian Meierdiercks
Email Direct
Founder & Chief Planner
United States , Pennsylvania , Blue Bell

VC
Vincent Capone
Email Direct
Advisor
United States , Pennsylvania , Blue Bell

CM
Connie McAluney
Email Direct
Administrator
United States , Pennsylvania , Blue Bell

AP
Alex Picone
Email Direct
Paraplanner
United States , Pennsylvania , Blue Bell

JP
John Porrecca
Email Direct
Advisor
United States , Pennsylvania , Blue Bell

PM
Paul Miller
Email Direct
Client Service Coordinator
United States , Pennsylvania , Blue Bell

MC
Maggie Chiccino
Email Direct
Service Associate
United States , Pennsylvania , Blue Bell

EB
Evan Boling
Email Direct
Client Services Coordinator
United States , Pennsylvania , Blue Bell

JZ
Jon Zerges
Email Direct
Head of Trading
United States , Pennsylvania , Blue Bell

BW
Barbara Woessner
Email Direct
Insurance Administrative Consultant
United States , Pennsylvania , Blue Bell

JD
Justin Drinkwater
Email Direct
Wealth Management Intern
United States , Pennsylvania , Blue Bell

LW
Lauren Wernick
Email Direct
Administrative Assistant
United States , Pennsylvania , Blue Bell

Jeffrey Mcpherson
Email Direct
Founder
United States , Pennsylvania , Blue Bell

NK
Nicole Kintzer
Email Direct
Client Liaison - Executive Assistant
United States , Pennsylvania , Blue Bell

Former Employees at IM Wealth Partners

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

Madelyn Walsh

Supply Chain Analyst at PepsiCo

Worked as Financial Services Intern

at IM Wealth Partners (2020-2020)

Direct

Stephen Ference

Director, Communicatio... at NY Creates

Worked as Advisor

at IM Wealth Partners

Direct

Senai Araya

Investment Banking Int... at RLS & Associates

Worked as Wealth Management Intern

at IM Wealth Partners (2024-2026)

Direct

Mask Content

Principal Consultant at Cognizant

Worked as Financial Planner & Co-op Assistant

at IM Wealth Partners (2018-2019)

Direct

Mask Content

Manager, Business Fina... at Armen Chevrolet

Worked as Technical Planning Strategist & Financial Repr...

at IM Wealth Partners (2017-2017)

Direct

Mask Content

HCM Account Executive at Paylocity

Worked as Service Administrator

at IM Wealth Partners (2018-2019)

Direct

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Frequently Asked Questions Regarding IM Wealth Partners Employees

How many employees does IM Wealth Partners have?

IM Wealth Partners has 1-10 employees

Who are IM Wealth Partners key employees?

Some of IM Wealth Partners key employees are Jon Zerges

Where is IM Wealth Partners located?

IM Wealth Partners’s headquarters are located at 3 Valley Sq Ste 110, Blue Bell, Pennsylvania, 19422, United States

How do I contact IM Wealth Partners?

IM Wealth Partners Contact Info: Phone number: (610) 650-1848 Website: www.imwealthpartners.com

What does IM Wealth Partners do?

IM Wealth Partners is a top financial advisory firm specializing in holistic financial planning for family-owned businesses and professionals in the Mid Atlantic, Delaware, and Philadelphia areas. They provide personalized attention and unbiased advice, working alongside clients' existing financial teams to navigate complex financial situations. Th... Read More

Is IM Wealth Partners a public company?

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

See more information about IM Wealth Partners Employees