Willow House Advisors Employee Directory

Q: Who are Willow House Advisors key employees?

Some of Willow House Advisors key employees are Lisa Beard , Nicole O'rourke

Willow House Advisors corporate office is located in 699 Unionville Rd, Kennett Square, Pennsylvania, 19348, United States and has 11-50 employees.

willow house advisors

willow house

Employees by Department

Departments

Number of employees

Operations

Finance

Human Resources

Sales

Key Employees of Willow House Advisors

LB
Lisa Beard
Director, Client Services
PhoneEmail
NO
Nicole O'rourk...
Director, Operations
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Willow House Advisors Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Willow House Advisors

Hundreds of professionals searching for Willow House Advisors have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

ED
Evan Dupuis
Email Direct
Financial Advisor
United States , Pennsylvania , Kennett Square

MW
Mason Wilson
Email Direct
Incoming 2025 Intern
United States , Pennsylvania , Kennett Square

MN
Michael Nalls
Email Direct
Partner
United States , Pennsylvania , Kennett Square

AP
Amber Price
Email Direct
Administrative Assistant
United States , Pennsylvania , Kennett Square

LB
Lisa Beard
Email Direct
Director, Client Services
United States , Pennsylvania , Kennett Square

NO
Nicole O'rourke
Email Direct
Director, Operations
United States , Pennsylvania , Kennett Square

CS
Caitlyn Scanlan
Email Direct
Administrative Assistant
United States , Pennsylvania , Kennett Square

CM
Colin McCabe
Email Direct
Investment Specialist
United States , Pennsylvania , Kennett Square

Former Employees at Willow House Advisors

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

EL
Ethan Lord
High Net Worth Client ... at Vanguard
Worked as Financial Service Team Associate
at Willow House Advisors (2025-2026)
Email Direct
SH
Sherie Higgins
Financial Advisor & Pl... at Thrive Financial Partn...
Worked as Financial Planner
at Willow House Advisors
Email Direct
BD
Bryan Dilcher
Associate at uFinancial
Worked as Director, Investment Operations
at Willow House Advisors
Email Direct

Explore More

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Frequently Asked Questions Regarding Willow House Advisors Employees

How many employees does Willow House Advisors have?

Willow House Advisors has 11-50 employees

Who are Willow House Advisors key employees?

Some of Willow House Advisors key employees are Lisa Beard, Nicole O'rourke

Where is Willow House Advisors located?

Willow House Advisors’s headquarters are located at 699 Unionville Rd, Kennett Square, Pennsylvania, 19348, United States

How do I contact Willow House Advisors?

Willow House Advisors Contact Info: Phone number: (610) 444-3344 Website: www.willowhouseadvisors.com

What does Willow House Advisors do?

Willow House Advisors is a client-focused financial advisory firm that specializes in creating personalized financial plans to help clients achieve their goals. Their services include financial planning, investment services, retirement planning, personal finance, risk management, estate planning, tax management, education planning, and charitable p... Read More

Is Willow House Advisors a public company?

Willow House Advisors is private company therefore does not currently have an official ticker symbol

See more information about Willow House Advisors Employees