Xcel Wealth Management Employee Directory

Xcel Wealth Management corporate office is located in 101 2nd St Ste 402, Holly Hill, Florida, 32117, United States and has 1-10 employees.

Employees by Department

Departments

Number of employees

Finance

2

Operations

1

C-Suite

1

Key Employees of Xcel Wealth Management

  • JX
    United States flag for contact location.
    Jonathan Xynid...

    President & Owner

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Xcel Wealth Management Global Presence

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North America1-10

Index of contact profiles from Xcel Wealth Management

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Contact Name
Contact Info
Job Title
HQ Location
12

People from Similar Companies in the Finance Industry Located in Florida, United States

Frequently Asked Questions Regarding Xcel Wealth Management Employees

How many employees does Xcel Wealth Management have?
Xcel Wealth Management has 1-10 employees
Who are Xcel Wealth Management key employees?
Some of Xcel Wealth Management key employees are Jonathan Xynidis
Where is Xcel Wealth Management located?
Xcel Wealth Management’s headquarters are located at 101 2nd St Ste 402, Holly Hill, Florida, 32117, United States
How do I contact Xcel Wealth Management?
Xcel Wealth Management Contact Info: Phone number: (386) 872-3442 Website: www.xcelwealth.com
What does Xcel Wealth Management do?

Xcel Wealth Management is an independent financial services firm that specializes in managing assets for high net worth individuals and business clients. The firm focuses on developing efficient financial plans that help clients achieve their goals, emphasizing the importance of strategic asset allocation for retirement income. With a commitment to... personalized service, Xcel collaborates with professionals in taxation, estate planning, and business exit planning to provide comprehensive support. Recognized for its rapid growth, Xcel has been honored in the Gator100 for its impressive compound annual growth rate.Read More

Is Xcel Wealth Management a public company?
Xcel Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Xcel Wealth Management Employees

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