Walser Wealth Management Employee Directory

Walser Wealth Management corporate office is located in 777 S Harbour Island Blvd Ste 350, Tampa, Florida, 33602, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

Marketing

C-Suite

Legal

Operations

Walser Wealth Management CEO

Rebecca WalserChief Executive Officer

Phone

See Profile

Key Employees of Walser Wealth Management

MG
MacArthur Gard...
Director, Advisory Services
PhoneEmail
NM
Nina Martinez
Director, Client Relations
PhoneEmail
JA
Julia Allen
Chief Operations Officer & Head of Business Develo...
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Walser Wealth Management Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Walser Wealth Management

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

Contact Name

Contact Info

Job Title

HQ Location

RW
Rebecca Walser
Email Direct
Chief Executive Officer
United States , Florida , Tampa

JJ
James Johnson
Email Direct
Financial Advisor
United States , Florida , Tampa

GS
Grant Shelnut
Email Direct
Financial Advisor
United States , Florida , Tampa

GJ
Gabriel Jung
Email Direct
Financial Advisor
United States , Florida , Tampa

JA
Julia Allen
Email Direct
Chief Operations Officer & Head of Business Development
United States , Florida , Tampa

AR
Alyssa Rhoades
Email Direct
Business Development Manager
United States , Florida , Tampa

JB
Julie Brown
Email Direct
Client Services Associate
United States , Florida , Tampa

NM
Nina Martinez
Email Direct
Director, Client Relations
United States , Florida , Tampa

RC
Robert Cerrito
Email Direct
Senior Financial Advisor
United States , Florida , Tampa

RD
Rachel Davis
Email Direct
Business Associate
United States , Florida , Tampa

LO
Lucille Ortiz
Email Direct
Business Associate
United States , Florida , Tampa

MP
Maya Paul
Email Direct
Marketing Specialist
United States , Florida , Tampa

SW
Samantha Ward
Email Direct
Qualifications Specialist
United States , Florida , Tampa

AR
Andrew Rodriguez
Email Direct
Financial Advisor
United States , Florida , Tampa

RB
Russell Becker
Email Direct
Strategic Wealth Advisor
United States , Florida , Tampa

MM
Matthew Muller
Email Direct
Financial Advisor
United States , Florida , Tampa

CW
Carson Wolf
Email Direct
Client Servicing Advisor
United States , Florida , Tampa

JE
Justin Elliott
Email Direct
Strategic Wealth Advisor
United States , Florida , Tampa

SS
Shannon Stophel
Email Direct
Financial Advisor
United States , Florida , Tampa

LA
Lindsay Anderson
Email Direct
Marketing Specialist
United States , Florida , Tampa

SK
Stephanie Kokko
Email Direct
Admin Specialist
United States , Florida , Tampa

LM
Luciano Mira
Email Direct
Financial Advisor
United States , Florida , Tampa

DP
David Pritchard
Email Direct
Strategic Wealth Advisor
United States , Florida , Tampa

GR
Gwen Richards
Email Direct
Client Services Specialist
United States , Florida , Tampa

MG
MacArthur Gardner
Email Direct
Director, Advisory Services
United States , Florida , Tampa

Former Employees at Walser Wealth Management

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

Gina Pamplona

Paraplanner at Northwestern Mutual

Worked as Customer Administrative Specialist

at Walser Wealth Management (2021-2024)

Direct

Marc Urbealis

Aviation Specialist at US Army

Worked as Business Development Specialist

at Walser Wealth Management (2021-2022)

Direct

Kimberly Chuppe

Estimating Administrat... at Register Roofing

Worked as Office Administrator

at Walser Wealth Management (2025-2025)

Direct

Mask Content

Site Manager & Senior ... at Vantage Clinical Trial...

Worked as Client Administrative Specialist

at Walser Wealth Management (2018-2019)

Direct

Mask Content

Financial Advisor at Oxford Advisory Group

Worked as Financial Advisor

at Walser Wealth Management (2023-2025)

Direct

Mask Content

Financial Advisor at Corebridge Financial

Worked as Financial Advisor

at Walser Wealth Management (2023-2023)

Direct

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Frequently Asked Questions Regarding Walser Wealth Management Employees

How many employees does Walser Wealth Management have?

Walser Wealth Management has 11-50 employees

Who is the CEO of Walser Wealth Management?

Walser Wealth Management’s CEO is Rebecca Walser

Who are Walser Wealth Management key employees?

Some of Walser Wealth Management key employees are MacArthur Gardner, Nina Martinez, Julia Allen

Where is Walser Wealth Management located?

Walser Wealth Management’s headquarters are located at 777 S Harbour Island Blvd Ste 350, Tampa, Florida, 33602, United States

How do I contact Walser Wealth Management?

Walser Wealth Management Contact Info: Phone number: (866) 929-3258 Website: www.walserwealth.com

What does Walser Wealth Management do?

Featured in ABC, NBC, The Boston Globe, FOX, CBS News, and The Miami Herald, Walser Wealth is a wealth management advisory specializing in sophisticated tax and wealth management strategies, estate distribution & legacy planning, as well as business succession planning.... Read More

Is Walser Wealth Management a public company?

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

See more information about Walser Wealth Management Employees