Prosperity Partners Wealth Management
Company

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 Activities
Portfolio Management
All 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 Contact
Ali Swofford Phd, Clu, Chfc CEO, Senior Partner at Prosperity Partners Wealth Management, Llc, Formerly Swofford Financial
Email Phone
Elizabeth Van Pelt Administrative Assistant at Prosperity Partners Wealth Management
Email
Craig Hammer Senior Partner/personal Wealth Strategist at Prosperity Partners Wealth Management Llc
Email

Employees by Management Level

Executive 1 profile
Senior / Lead 1 profile
Associate / junior 1 profile

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