Zenith Advisory Group Employee Directory

Q: Who are Zenith Advisory Group key employees?

Some of Zenith Advisory Group key employees are Todd Lietz , Carson Wells , Elisa Lopez

Zenith Advisory Group corporate office is located in 1068 Lake Sumter Lndg, The Villages, Florida, 32162, United States and has 11-50 employees.

zenith advisory group

Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

Zenith Advisory Group CEO

Bart PattersonFounder & Chief Executive Officer

Phone

See Profile

Key Employees of Zenith Advisory Group

TL
Todd Lietz
Advisor
PhoneEmail
CW
Carson Wells
Client Service Advisor
PhoneEmail
EL
Elisa Lopez
Client Relationship Advisor
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Zenith Advisory Group Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Zenith Advisory Group

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

Contact Name

Contact Info

Job Title

HQ Location

Jay Grandfield
Email Direct
Chief Executive Officer
United States , Florida , The Villages

Bart Patterson
Email Direct
Founder & Chief Executive Officer
United States , Florida , The Villages

CW
Carson Wells
Email Direct
Client Service Advisor
United States , Florida , The Villages

EL
Elisa Lopez
Email Direct
Client Relationship Advisor
United States , Florida , The Villages

Former Employees at Zenith Advisory Group

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

DQ
Daniel Quartararo
Vice President, Privat... at Cogent Bank
Worked as Registered Investment Advisor
at Zenith Advisory Group (2023-2025)
Email Direct

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Frequently Asked Questions Regarding Zenith Advisory Group Employees

How many employees does Zenith Advisory Group have?

Zenith Advisory Group has 11-50 employees

Who is the CEO of Zenith Advisory Group?

Zenith Advisory Group’s CEO is Bart Patterson

Who are Zenith Advisory Group key employees?

Some of Zenith Advisory Group key employees are Todd Lietz, Carson Wells, Elisa Lopez

Where is Zenith Advisory Group located?

Zenith Advisory Group’s headquarters are located at 1068 Lake Sumter Lndg, The Villages, Florida, 32162, United States

How do I contact Zenith Advisory Group?

Zenith Advisory Group Contact Info: Website: www.zenith-advisor.com

What does Zenith Advisory Group do?

Zenith Advisory Group offers a holistic approach to financial planning aimed at helping clients fully enjoy their retirement years. They provide services including proactive tax planning, risk management, probate avoidance, and income planning for an easy-to-understand flat fee. The company particularly caters to individuals like firefighters, reco... Read More

Is Zenith Advisory Group a public company?

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

See more information about Zenith Advisory Group Employees