PlumTree Financial Employee Directory

PlumTree Financial corporate office is located in 8300 Boone Blvd Ste 500, Vienna, Virginia, 22182, United States and has 1-10 employees.

plumtree financial inc

plumtree financial

plumtree financial inc

plumtree financial corp

plumtree llc

plumtreefinancial

Employees by Department

Departments

Number of employees

Operations

Sales

Finance

C-Suite

Key Employees of PlumTree Financial

Greg Bernhard
Founder & President
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

PlumTree Financial Global Presence

Location	People at location
North America	1-10

Index of contact profiles from PlumTree Financial

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

Contact Name

Contact Info

Job Title

HQ Location

BM
Brock Mumford
Email Direct
Portfolio Manager & Associate
United States , Virginia , Vienna

Greg Bernhard
Email Direct
Founder & President
United States , Virginia , Vienna

SA
Sabrina Almodóvar
Email Direct
Vice President, Client Services
United States , Virginia , Vienna

KM
Kathryn Moriarty
Email Direct
Administrative Associate
United States , Virginia , Vienna

Former Employees at PlumTree Financial

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

DB
Daniel Buettel
HCM Account Executive at Paylocity
Worked as Wealth Advisor & Associate
at PlumTree Financial (2024-2025)
Email Direct
EH
Emily Holmes
Client Service Associa... at VWG Wealth Management
Worked as Independent Consultant
at PlumTree Financial (2017-2017)
Email Direct

Explore More

People from Similar Companies in the Finance Industry Located in Virginia, United States

First Community Bank

501-1,000 Employees

Prosperity Home Mortgage

201-500 Employees

George Mason Mortgage

201-500 Employees

Alcova Mortgage

201-500 Employees

Tidewater Mortgage

51-200 Employees

John Marshall Bank

51-200 Employees

Frequently Asked Questions Regarding PlumTree Financial Employees

How many employees does PlumTree Financial have?

PlumTree Financial has 1-10 employees

Who are PlumTree Financial key employees?

Some of PlumTree Financial key employees are Greg Bernhard

Where is PlumTree Financial located?

PlumTree Financial’s headquarters are located at 8300 Boone Blvd Ste 500, Vienna, Virginia, 22182, United States

How do I contact PlumTree Financial?

PlumTree Financial Contact Info: Phone number: (703) 289-5044 Website: www.plumtreefinancial.com

What does PlumTree Financial do?

PlumTree Financial is a financial planning firm based in Vienna, Virginia, specializing in comprehensive financial services for individuals and business owners. They focus on understanding clients' unique financial goals and provide personalized planning to help grow wealth and protect families. The firm operates with a fiduciary standard, ensuring... Read More

Is PlumTree Financial a public company?

PlumTree Financial is private company therefore does not currently have an official ticker symbol

See more information about PlumTree Financial Employees