Peterson Wealth Advisors Employee Directory

Peterson Wealth Advisors corporate office is located in 1334 E Kingsley St Ste B, Springfield, Missouri, 65804, United States and has 1-10 employees.

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Key Employees of Peterson Wealth Advisors

VP
Vicki Portinca...
Senior Executive Assistant & Director, Operations
PhoneEmail
MD
Marissa Dunn
Client Relations Representative
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
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Peterson Wealth Advisors Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Peterson Wealth Advisors

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

Contact Name

Contact Info

Job Title

HQ Location

EP
Eric Peterson
Email Direct
President, Certified Financial & Planner & Practitioner & Investment Advisor & Representative
United States , Missouri , Springfield

VP
Vicki Portincaso
Email Direct
Senior Executive Assistant & Director, Operations
United States , Missouri , Springfield

MD
Marissa Dunn
Email Direct
Client Relations Representative
United States , Missouri , Springfield

Former Employees at Peterson Wealth Advisors

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

JL
Jessica Livingston
Client Service Special... at Mercer Advisors
Worked as Registered Office Manager
at Peterson Wealth Advisors (2017-2019)
Email Direct
IB
Isaac Boll
Wealth Advisor at Carson Wealth
Worked as Paraplanner
at Peterson Wealth Advisors (2019-2020)
Email Direct

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Frequently Asked Questions Regarding Peterson Wealth Advisors Employees

How many employees does Peterson Wealth Advisors have?

Peterson Wealth Advisors has 1-10 employees

Who are Peterson Wealth Advisors key employees?

Some of Peterson Wealth Advisors key employees are Vicki Portincaso, Marissa Dunn

Where is Peterson Wealth Advisors located?

Peterson Wealth Advisors’s headquarters are located at 1334 E Kingsley St Ste B, Springfield, Missouri, 65804, United States

How do I contact Peterson Wealth Advisors?

Peterson Wealth Advisors Contact Info: Phone number: (417) 887-4950 Website: www.petersonwealthadvisors.com

What does Peterson Wealth Advisors do?

Peterson Wealth Advisors is a comprehensive financial services firm based in Springfield, Missouri, dedicated to helping clients achieve financial independence through personalized strategies. Since 1985, they have focused on understanding clients' values, relationships, and lifelong dreams to provide informed financial choices. Their services incl... Read More

Is Peterson Wealth Advisors a public company?

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

See more information about Peterson Wealth Advisors Employees