Selective Wealth Management corporate office is located in 828 Main St Ste 1101, Lynchburg, Virginia, 24504, United States and has 11-50 employees.
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Departments
Number of employees
Finance
4
Operations
2
Sales
1
Legal
1
C-Suite
1
| Location | People at location |
| North America | 1-10 |
Explore people who held key positions, contributed to Selective Wealth Management's success, and advanced their careers.
Investment Operations ... at Legacy Wealth Manageme...
Worked as Business Development Associate
at Selective Wealth Management (2021-2021)
Paraplanner at Curo Private Wealth
Worked as Financial Planning Intern
at Selective Wealth Management (2021-2022)
Accounting & Financial... at TBH Consulting
Worked as Robotic Process Automation Researcher
at Selective Wealth Management (2020-2020)
Chief Executive Office... at Nonprofitly
Worked as Chief Executive Officer
at Selective Wealth Management (2017-2022)
Fiscal Analyst II at Liberty University
Worked as Client Operations Assistant
at Selective Wealth Management (2021-2022)
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Selective Wealth Management offers comprehensive wealth management services tailored to individuals seeking financial planning, investment management, estate planning, tax strategies, lifestyle protection, and charitable giving. Their team of experienced professionals collaborates to unlock clients' financial potential, ensuring a customized approa... Read More