Avalon Wealth Advisory
Financial Services
9775 Crosspoint Blvd.
18 employees
- Employees
- 18
- Contacts
- 3
- Emails
- 3
- Phones
- 2
Avalon Wealth Advisory Overview
- Headquarters
- 9775 Crosspoint Blvd.
- Phone Number
- Available in AeroLeads
- Website
- avalonwealth.com
- Industry
- Financial Services
- Employees
- 18
- Founded
- 1999
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Avalon Wealth Advisory
Avalon Wealth Advisory is a financial planning firm focused on providing strategic, actionable insights to our clients through a coordinated approach designed to make their lives easier.
Avalon Wealth Advisory Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Avalon Wealth Advisory Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Nicole Yankauskas, Cfp® | Managing Partner - Avalon Wealth | Indianapolis, Indiana, United States |
Email
Phone
|
| Erin Gersh | Administrative Expert & Creative | Greater Indianapolis, United States |
Email
|
| Sue Mitchell | Mitchell Financial Compliance |
View
|
|
| Matt Eckert | Managing Director, Avalon Wealth | Indianapolis, Indiana, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
4 profiles
Director
1 profile
Manager
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 3 | 3 | 1 |
| Finance | 1 | 1 | 0 |
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