Symphony Wealth Group
Company

Symphony Wealth Group

Financial Services 5801 Headquarters Dr 9 employees
Employees
9
Contacts
2
Emails
2
Phones
1

Symphony Wealth Group Overview

Headquarters
5801 Headquarters Dr
Industry
Financial Services
Employees
9
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Symphony Wealth Group

Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need a professional in your corner. It’s our goal to serve every aspect of your financial life to provide guidance and insights. www.FINRA.org www.SIPC.org Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (KPWS), an affiliate of Kestra IS. Symphony Wealth Group is not affiliated with Kestra IS or KPWS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of KPWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance department at 844-553-7872.

Symphony Wealth Group Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
1
33.3% coverage

Symphony Wealth Group Org Chart

Sample employees and titles
Name Title Contact
Alexander Monroe Senior Associate at Symphony Wealth
Email Phone
Amber Andregg Managing Partner, Founder at Symphony
Email
Lee Swinford Managing Partner - Wealth Advisor
View

Employees by Management Level

Executive 1 profile
Senior / Lead 1 profile
Individual contributor 1 profile

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