WealthCrossing Employee Directory

WealthCrossing corporate office is located in 1001 Haxall Point Ste 705, Richmond, Virginia, 23219, United States and has 11-50 employees.

wealthcrossing

WealthCrossing Global Presence

Location	People at location
North America	11-50

Key Employees of WealthCrossing

MM
Mary Morris
Controller
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
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Index of contact profiles from WealthCrossing

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Contact Name

Contact Info

Job Title

HQ Location

MM
Mary Morris
Email Direct
Controller
United States , Virginia , Richmond

DW
Dean Williams
Email Direct
Partner and Senior Advisor
United States , Virginia , Richmond

Andrea Broughton
Email Direct
Chief Executive Officer & Founder
United States , Virginia , Richmond

SS
Stephanie Stumpf
Email Direct
Partner and Senior Financial Advisor
United States , Virginia , Richmond

CC
Carrie Chalifoux
Email Direct
Senior Tax Associate
United States , Virginia , Richmond

CS
Cori Schmidt
Email Direct
Cient Service Specialist
United States , Virginia , Richmond

AN
Adam Nikulicz
Email Direct
Senior Operations Associate
United States , Virginia , Richmond

AL
Ashton Liesfeld
Email Direct
Associate Advisor
United States , Virginia , Richmond

CJ
Corinne Jacob-Rath
Email Direct
Client Service Specialist
United States , Virginia , Richmond

JM
Jeneé Murphy
Email Direct
Associate Advisor
United States , Virginia , Richmond

TD
Thomas Doyle
Email Direct
Senior Advisor
United States , Virginia , Richmond

TM
Teresa Mozingo
Email Direct
Client Care Coordinator
United States , Virginia , Richmond

Former Employees at WealthCrossing

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

Jeneé Murphy

Associate Advisor at B & K Financial

Worked as Associate Advisor

at WealthCrossing

Direct

Andrea Broughton

CPA, CEO and Founder at B & K Financial

Worked as Chief Executive Officer & Founder

at WealthCrossing

Direct

George Moore

Portfolio Analyst at SEM Wealth Management

Worked as Senior Portfolio Specialist

at WealthCrossing

Direct

Mask Content

Treasurer at The Doorways

Worked as President

at WealthCrossing (2005-2025)

Direct

Mask Content

Financial Planner at Creative Planning

Worked as Associate Advisor

at WealthCrossing (2021-2022)

Direct

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Frequently Asked Questions Regarding WealthCrossing Employees

How many employees does WealthCrossing have?

WealthCrossing has 11-50 employees

Who are WealthCrossing key employees?

Some of WealthCrossing key employees are Mary Morris

Where is WealthCrossing located?

WealthCrossing’s headquarters are located at 1001 Haxall Point Ste 705, Richmond, Virginia, 23219, United States

How do I contact WealthCrossing?

WealthCrossing Contact Info: Phone number: (804) 237-1700 Website: www.wealth-crossing.com

What does WealthCrossing do?

WealthCrossing is a fee-only financial advisory firm based in Richmond, VA, specializing in financial planning, investment management, and tax strategies. The firm is dedicated to helping pre-retirees, retirees, changemakers, and multi-generational families make confident financial decisions by providing a comprehensive approach that integrates pla... Read More

Is WealthCrossing a public company?

WealthCrossing is private company therefore does not currently have an official ticker symbol

See more information about WealthCrossing Employees