Synthesis Wealth Planning Employee Directory

Synthesis Wealth Planning corporate office is located in 161 Madison Ave Ste 200, Morristown, New Jersey, 07960, United States and has 1-10 employees.

synthesis wealth planning llc

synthesiswealth.com

Employees by Department

Departments

Number of employees

Finance

Sales

Operations

Key Employees of Synthesis Wealth Planning

EP
Elizabeth Powe...
Director, Operations
PhoneEmail
BP
Becci Powell
Director, Operations
PhoneEmail
KL
Kim Luthy
Director, Wealth Planning
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Synthesis Wealth Planning Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Synthesis Wealth Planning

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

Contact Name

Contact Info

Job Title

HQ Location

KL
Kim Luthy
Email Direct
Director, Wealth Planning
United States , New Jersey , Morristown

BP
Becci Powell
Email Direct
Director, Operations
United States , New Jersey , Morristown

AP
Alexander Panas
Email Direct
Partner and Wealth Advisor
United States , New Jersey , Morristown

PA
Patrick Atwood
Email Direct
Support Planner
United States , New Jersey , Morristown

SK
Sandra Kogan
Email Direct
Part-Time Office Administrator
United States , New Jersey , Morristown

VD
Victoria Delgado
Email Direct
Client Service Associate
United States , New Jersey , Morristown

AF
Alexander Freeman
Email Direct
Client Service Associate
United States , New Jersey , Morristown

ES
Ellen Springer
Email Direct
Client Service Specialist
United States , New Jersey , Morristown

EP
Elizabeth Powell
Email Direct
Director, Operations
United States , New Jersey , Morristown

TD
Tammy D'Angelo
Email Direct
Insurance Coordinator
United States , New Jersey , Morristown

WZ
William Zimmer
Email Direct
Wealth Associate & Planner
United States , New Jersey , Morristown

MH
Madison Hope
Email Direct
Client Service Associate
United States , New Jersey , Morristown

Former Employees at Synthesis Wealth Planning

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

KK
Kyle Kaiser
Financial Advisor at Newroads Financial Gro...
Worked as Planning Analyst
at Synthesis Wealth Planning (2022-2022)
Email Direct
SS
Sally Scibetta
A & R Billing Coordina... at Sevita
Worked as Executive Assistant
at Synthesis Wealth Planning (2020-2020)
Email Direct

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Frequently Asked Questions Regarding Synthesis Wealth Planning Employees

How many employees does Synthesis Wealth Planning have?

Synthesis Wealth Planning has 1-10 employees

Who are Synthesis Wealth Planning key employees?

Some of Synthesis Wealth Planning key employees are Elizabeth Powell, Becci Powell, Kim Luthy

Where is Synthesis Wealth Planning located?

Synthesis Wealth Planning’s headquarters are located at 161 Madison Ave Ste 200, Morristown, New Jersey, 07960, United States

How do I contact Synthesis Wealth Planning?

Synthesis Wealth Planning Contact Info: Phone number: (973) 601-5020 Website: www.synthesiswealth.com

What does Synthesis Wealth Planning do?

Synthesis Wealth Planning is a financial services firm that emphasizes a client-centered approach to wealth management, focusing on both present and future financial needs. They assist a diverse clientele, including small business owners, LGBTQ+ individuals, and women entrepreneurs, in achieving financial independence and making informed financial... Read More

Is Synthesis Wealth Planning a public company?

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

See more information about Synthesis Wealth Planning Employees