IMA Wealth Employee Directory

Q: Who are IMA Wealth key employees?

Some of IMA Wealth key employees are Brian Heinke , Allison Wright

IMA Wealth corporate office is located in 6200 Lyndon B Johnson Fwy Ste 200, Dallas, Texas, 75240, United States and has 11-50 employees.

ima wealth inc

ima financial group inc

Employees by Department

Departments

Number of employees

Sales

Finance

Human Resources

Operations

IMA Wealth CEO

Wes CooperPresident & Chief Executive Officer

Phone

See Profile

Key Employees of IMA Wealth

BH
Brian Heinke
Senior Vice President and Retirement Plan Advisor
PhoneEmail
AW
Allison Wright
Vice President and Retirement Plan Manager
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

IMA Wealth Global Presence

Location	People at location
North America	1-10

Index of contact profiles from IMA Wealth

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

Contact Name

Contact Info

Job Title

HQ Location

SJ
Samantha Jenkins
Email Direct
Financial & Retirement Plan Advisor, IMA Retirement & IMA Private Wealth
United States , Texas , Dallas

AW
Allison Wright
Email Direct
Vice President and Retirement Plan Manager
United States , Texas , Dallas

LD
Lisa Dyer
Email Direct
Director, Operations
United States , Texas , Dallas

HH
Heather Haines
Email Direct
Wealth & Retirement Plan Advisor
United States , Texas , Dallas

BH
Brian Heinke
Email Direct
Senior Vice President and Retirement Plan Advisor
United States , Texas , Dallas

PT
Phyllis Turkle
Email Direct
Client Service Representative
United States , Texas , Dallas

ZH
Zachariah Hildebrand
Email Direct
Director, Client Services
United States , Texas , Dallas

WC
Wes Cooper
Email Direct
President & Chief Executive Officer
United States , Texas , Dallas

JJ
Janell Johnson
Email Direct
Client Relationship Manager
United States , Texas , Dallas

Former Employees at IMA Wealth

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Frequently Asked Questions Regarding IMA Wealth Employees

How many employees does IMA Wealth have?

IMA Wealth has 11-50 employees

Who is the CEO of IMA Wealth?

IMA Wealth’s CEO is Wes Cooper

Who are IMA Wealth key employees?

Some of IMA Wealth key employees are Brian Heinke, Allison Wright

Where is IMA Wealth located?

IMA Wealth’s headquarters are located at 6200 Lyndon B Johnson Fwy Ste 200, Dallas, Texas, 75240, United States

How do I contact IMA Wealth?

IMA Wealth Contact Info: Phone number: (303) 615-7600 Website: www.imawealth.com

What does IMA Wealth do?

IMA Wealth, founded in 1999, is registered as an investment advisor with the Securities and Exchange Commission ("SEC"), a broker-dealer registered with the FINRA, and an insurance agency specializing in ERISA Section 3(21) and 3(38) fiduciary support services to qualified and non-qualified retirement plans. They also provide discretionary wealth m... Read More

Is IMA Wealth a public company?

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

See more information about IMA Wealth Employees