West Advisory Group Employee Directory

Q: Who are West Advisory Group key employees?

Some of West Advisory Group key employees are Lori Timmons , Ashley Friedland , Dennis Jacques , James West , James Masone

West Advisory Group corporate office is located in 8150 Perry Hwy Ste 208, Pittsburgh, Pennsylvania, 15237, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Information Technology

Sales

Marketing

West Advisory Group CEO

Walter WestChief Executive Officer & Founder

Phone

See Profile

Key Employees of West Advisory Group

LT
Lori Timmons
Client Services Coordinator
PhoneEmail
AF
Ashley Friedla...
Client Services Coordinator
PhoneEmail
DJ
Dennis Jacques
Financial Strategist
PhoneEmail
JW
James West
IT Systems Engineer
PhoneEmail
JM
James Masone
Financial Strategist
PhoneEmail
PhoneEmail

West Advisory Group Global Presence

Location	People at location
North America	1-10

Index of contact profiles from West Advisory Group

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

Contact Name

Contact Info

Job Title

HQ Location

BW
Brad West
Email Direct
Principal & Chief Executive Officer
United States , Pennsylvania , Pittsburgh

DJ
Dennis Jacques
Email Direct
Financial Strategist
United States , Pennsylvania , Pittsburgh

LT
Lori Timmons
Email Direct
Client Services Coordinator
United States , Pennsylvania , Pittsburgh

JW
James West
Email Direct
IT Systems Engineer
United States , Pennsylvania , Pittsburgh

WW
Walter West
Email Direct
Chief Executive Officer & Founder
United States , Pennsylvania , Pittsburgh

JJ
Junie Jetson
Email Direct
Financial Consultant
United States , Pennsylvania , Pittsburgh

PH
Patricia Hancock
Email Direct
Marketing Executive
United States , Pennsylvania , Pittsburgh

AF
Ashley Friedland
Email Direct
Client Services Coordinator
United States , Pennsylvania , Pittsburgh

JM
James Masone
Email Direct
Financial Strategist
United States , Pennsylvania , Pittsburgh

Former Employees at West Advisory Group

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

HK
Hope Kiefner
Financial Advisor at PNC
Worked as Certified Financial Planner
at West Advisory Group (2020-2022)
Email Direct
TL
Tommie Lipp
Csa at Edelman Financial Engi...
Worked as Client Services Coordinator
at West Advisory Group
Email Direct
ZB
Zachary Bargar
Associate at Goldman Sachs
Worked as Intern
at West Advisory Group (2019-2019)
Email Direct

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Frequently Asked Questions Regarding West Advisory Group Employees

How many employees does West Advisory Group have?

West Advisory Group has 1-10 employees

Who is the CEO of West Advisory Group?

West Advisory Group’s CEO is Walter West

Who are West Advisory Group key employees?

Some of West Advisory Group key employees are Lori Timmons, Ashley Friedland, Dennis Jacques, James West, James Masone

Where is West Advisory Group located?

West Advisory Group’s headquarters are located at 8150 Perry Hwy Ste 208, Pittsburgh, Pennsylvania, 15237, United States

How do I contact West Advisory Group?

West Advisory Group Contact Info: Phone number: (412) 847-2040 Website: www.westadvisorygroup.com

What does West Advisory Group do?

West Advisory Group specializes in strategic retirement planning for affluent clients in Western Pennsylvania who are nearing retirement. They utilize their proprietary PEAK FORMula to create personalized financial strategies that address clients' unique needs and goals. The firm emphasizes building strong relationships and providing transparent co... Read More

Is West Advisory Group a public company?

West Advisory Group is private company therefore does not currently have an official ticker symbol

See more information about West Advisory Group Employees