Roberts Wealth Management Employee Directory

Roberts Wealth Management corporate office is located in 2555 Marshall Rd Ste C, Biloxi, Mississippi, 39531, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Sales

Finance

C-Suite

Operations

Legal

Marketing

Information Technology

Key Employees of Roberts Wealth Management

DP
Don Picolo
Chief Financial Officer
PhoneEmail
JR
Julia Roberts
Chief Marketing Officer
PhoneEmail
Derek Inkol
Chief Operating Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Roberts Wealth Management Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Roberts Wealth Management

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

Contact Name

Contact Info

Job Title

HQ Location

LW
Lorie Wilson
Email Direct
Director of Impressions
United States , Mississippi , Biloxi

MT
Michael Thompson
Email Direct
Fiduciary Financial Advisor
United States , Mississippi , Biloxi

Derek Inkol
Email Direct
Chief Operating Officer
United States , Mississippi , Biloxi

JS
Jenny Shaver
Email Direct
Customer Service Specialist
United States , Mississippi , Biloxi

DP
Don Picolo
Email Direct
Chief Financial Officer
United States , Mississippi , Biloxi

DF
Daxton Fryer
Email Direct
Financial Life & Health Representative
United States , Mississippi , Biloxi

BT
Brent Thompson
Email Direct
Client Liaison
United States , Mississippi , Biloxi

AB
Alan Bradley
Email Direct
Fiduciary Financial, Cfp Advisor
United States , Mississippi , Biloxi

BK
Brennan Kim
Email Direct
Fiduciary Financial Advisor
United States , Mississippi , Biloxi

TR
Tamara Reverol
Email Direct
Director, Business
United States , Mississippi , Biloxi

MM
Mick McCormick
Email Direct
Chief Analytics Officer
United States , Mississippi , Biloxi

EA
Elizabeth Atmadja
Email Direct
Client Services Specialist
United States , Mississippi , Biloxi

JP
Jasmine Pope
Email Direct
Client Services Specialist
United States , Mississippi , Biloxi

JR
Julia Roberts
Email Direct
Chief Marketing Officer
United States , Mississippi , Biloxi

KG
Krista Goodhart
Email Direct
Application Specialist
United States , Mississippi , Biloxi

BC
Brian Carriere
Email Direct
Community Educator
United States , Mississippi , Biloxi

VK
Vicki Kirby
Email Direct
Director of Accountability
United States , Mississippi , Biloxi

JS
Julian Sansom
Email Direct
Client Liaison
United States , Mississippi , Biloxi

AB
Angie Boudreaux
Email Direct
Application Specialist
United States , Mississippi , Biloxi

MM
Mike Markiewicz
Email Direct
Fiduciary Financial Advisor
United States , Mississippi , Biloxi

GI
Grant Inkol
Email Direct
Director, Operations
United States , Mississippi , Biloxi

LE
Liza Espiritu
Email Direct
Chief Compliance Officer
United States , Mississippi , Biloxi

JT
Jaimie Tiner
Email Direct
Director, Client Services
United States , Mississippi , Biloxi

RA
Rishabh Ashar
Email Direct
Wealth Management Intern
United States , Mississippi , Biloxi

JW
Jessica Wallace
Email Direct
Marketing Executive
United States , Mississippi , Biloxi

123

Former Employees at Roberts Wealth Management

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Vice President Deposit... at Central Bank

Worked as Director, Client Relations

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Chief Executive Office... at Impact! Partners Finan...

Worked as Chief Executive Officer

at Roberts Wealth Management (2010-2022)

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Vice President - Finan... at Charles Schwab

Worked as Financial Planning Intern

at Roberts Wealth Management (2020-2021)

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Business Supply Chain ... at UCHealth

Worked as Financial Advisor

at Roberts Wealth Management (2014-2020)

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Frequently Asked Questions Regarding Roberts Wealth Management Employees

How many employees does Roberts Wealth Management have?

Roberts Wealth Management has 11-50 employees

Who is the CFO of Roberts Wealth Management?

Roberts Wealth Management’s CFO is Don Picolo

Who are Roberts Wealth Management key employees?

Some of Roberts Wealth Management key employees are Don Picolo, Julia Roberts, Derek Inkol

Where is Roberts Wealth Management located?

Roberts Wealth Management’s headquarters are located at 2555 Marshall Rd Ste C, Biloxi, Mississippi, 39531, United States

How do I contact Roberts Wealth Management?

Roberts Wealth Management Contact Info: Phone number: (228) 388-2031 Website: www.robertswealth.com

What does Roberts Wealth Management do?

Roberts Wealth Management offers comprehensive wealth management services, including managing hedge funds, mutual funds, estate planning, and insurance advice. They cater to diverse clients such as pre-retirees, professionals, independent women, multigenerational families, and the next generation, emphasizing a personalized approach to financial pl... Read More

Is Roberts Wealth Management a public company?

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

See more information about Roberts Wealth Management Employees