Prosperity Partners Wealth Management
Investment Management
Knoxville, Tennessee, United States
7 employees
- Employees
- 7
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Prosperity Partners Wealth Management Overview
- Headquarters
- Knoxville, Tennessee, United States
- Website
- www.ppwmtn.com
- Industry
- Investment Management
- Employees
- 7
- Founded
- 2016
- Funding
- ,
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Prosperity Partners Wealth Management
We believe in developing strong personal relationships with our clients. As an independent firm, our focus is not on the number of accounts we can open, but on the quality of experience each client receives. We have dedicated team members who treat you like family, listen to your needs, and help solve your problems. We maintain an open line of communication and walk through life with you through good and tough times. For us, helping you succeed is not our job, it’s our calling. Securities & Investment Advisory Services offered through Geneos Wealth Management, Inc., Member FINRA, SIPC, & Registered Investment Advisor. Listed entities are not affiliated. Investments in securities involve risk, including the potential loss of principal invested. Any information posted on this Linked In page is neither an offer to sell nor a solicitation of an offer to buy any security or investment strategy. Social Media disclaimers and additional information can be found here http://www.prosperitypartnerswm.com.
Prosperity Partners Wealth Management Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 1
- 33.3% coverage
Prosperity Partners Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Ali Swofford Phd, Clu, Chfc | CEO, Senior Partner at Prosperity Partners Wealth Management, Llc, Formerly Swofford Financial | Knoxville, Tennessee, United States |
Email
Phone
|
| Elizabeth Van Pelt | Administrative Assistant at Prosperity Partners Wealth Management | Knoxville Metropolitan Area, United States |
Email
|
| Craig Hammer | Senior Partner/personal Wealth Strategist at Prosperity Partners Wealth Management Llc | Knoxville Metropolitan Area, United States |
Email
|
Employees by Management Level
Executive
1 profile
Senior / Lead
1 profile
Associate / junior
1 profile
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