Wealth Design Group Employee Directory

Q: Who are Wealth Design Group key employees?

Some of Wealth Design Group key employees are Tara Ray , Edward Gelb , Lee Raine , Gary Pevey

Wealth Design Group corporate office is located in 3040 Post Oak Blvd Ste 400, Houston, Texas, 77056, United States and has 51-200 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Sales

Legal

Key Employees of Wealth Design Group

Tara Ray
Chief Operating Officer
PhoneEmail
EG
Edward Gelb
President
PhoneEmail
LR
Lee Raine
President
PhoneEmail
GP
Gary Pevey
President. RICP, CLU, ChFC
PhoneEmail
PhoneEmail
PhoneEmail

Wealth Design Group Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Wealth Design Group

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

Contact Name

Contact Info

Job Title

HQ Location

CB
Carole Baker
Email Direct
Vice President
United States , Texas , Houston

EH
Ernest Hammersley
Email Direct
Vice President
United States , Texas , Houston

SB
Sandra Berger
Email Direct
Financial and Investment Represenative
United States , Texas , Houston

JT
Josephine Tran
Email Direct
Financial Growth Lead Advisor
United States , Texas , Houston

BF
Bill Faulk
Email Direct
Financial Representative & Vice President, Sugar Land
United States , Texas , Houston

SN
Steven Nielsen
Email Direct
Life Insurance & Annuity Broker
United States , Texas , Houston

MS
Matthew Song
Email Direct
Financial Services Representative
United States , Texas , Houston

AS
Adam Staight
Email Direct
Financial Representative
United States , Texas , Houston

MC
Mark Connely
Email Direct
Financial Advisor
United States , Texas , Houston

GP
Gary Pevey
Email Direct
President. RICP, CLU, ChFC
United States , Texas , Houston

CM
Cassidy Makris
Email Direct
Investment Specialist
United States , Texas , Houston

SD
Scott Doyle
Email Direct
Executive VP
United States , Texas , Houston

CW
Cynthia Wilson
Email Direct
Manager, Business Case
United States , Texas , Houston

MG
Morgan Guggenheim
Email Direct
Event Coordinator & Client Relationship Specialist
United States , Texas , Houston

CG
Christine Garrity
Email Direct
Client Service Specialist
United States , Texas , Houston

HH
Heather Holland
Email Direct
Broker
United States , Texas , Houston

GS
Gary Speer
Email Direct
Financial Professional
United States , Texas , Houston

JB
Jay Bartley
Email Direct
Financial Coach
United States , Texas , Houston

LM
Larry Mott
Email Direct
Certified Financial Planner
United States , Texas , Houston

KV
Krissy Vaca
Email Direct
Director, Operations
United States , Texas , Houston

JM
Justin Makris
Email Direct
Principal and Financial Advisor
United States , Texas , Houston

BJ
Brandt Jordan
Email Direct
Director, Advanced Planning
United States , Texas , Houston

DP
Dale Pieper
Email Direct
Principal
United States , Texas , Houston

SB
Sabrina Breen
Email Direct
Business Development Manager
United States , Texas , Houston

MA
Michael Ahlberg
Email Direct
Financial Advisor
United States , Texas , Houston

123

Former Employees at Wealth Design Group

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

Ryan Christensen

Advice Lead at Awaken Wealth Partners

Worked as Financial With Park Avenue Securities Advisor

at Wealth Design Group (2018-2019)

Direct

Ryan Hulme

Sales Representative at Vivint

Worked as Certified Financial Planner & Candidate

at Wealth Design Group (2016-2017)

Direct

Taylor Mosley

Financial Advisor at Morgan Stanley

Worked as Financial Representative

at Wealth Design Group (2016-2017)

Direct

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Financial Professional at Equitable

Worked as Financial Representative

at Wealth Design Group (2018-2020)

Direct

Mask Content

Investment Consultant at Fidelity

Worked as Financial Advisor

at Wealth Design Group (2019-2022)

Direct

Mask Content

Partner, Private Wealt... at McCarthy Rose & Mills

Worked as Associate

at Wealth Design Group (2017-2023)

Direct

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Frequently Asked Questions Regarding Wealth Design Group Employees

How many employees does Wealth Design Group have?

Wealth Design Group has 51-200 employees

Who are Wealth Design Group key employees?

Some of Wealth Design Group key employees are Tara Ray, Edward Gelb, Lee Raine, Gary Pevey

Where is Wealth Design Group located?

Wealth Design Group’s headquarters are located at 3040 Post Oak Blvd Ste 400, Houston, Texas, 77056, United States

How do I contact Wealth Design Group?

Wealth Design Group Contact Info: Phone number: (281) 220-2700 Website: www.wealthdesigngroup.net

What does Wealth Design Group do?

Wealth Design Group empowers individuals and families to invest in their life's purpose through personalized coaching and investment knowledge based on proven Nobel Prize-winning principles. Their services include wealth protection, investment strategies, tax optimization, and financial planning tailored to clients' evolving needs. The company aims... Read More

Is Wealth Design Group a public company?

Wealth Design Group is private company therefore does not currently have an official ticker symbol

See more information about Wealth Design Group Employees