Trinity Wealth Management
Company Management

Trinity Wealth Management

Financial Services 628 Green Valley Rd 11 employees
Employees
11
Contacts
2
Emails
2
Phones
1

Trinity Wealth Management Overview

Headquarters
628 Green Valley Rd
Phone Number
Available in AeroLeads
Website
trinitywm.com
Industry
Financial Services
Employees
11
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Trinity Wealth Management

We offer financial education, meticulous planning, & clear guidance for your family and your future. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC. www.sipc.org

Trinity Wealth Management Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
1
25.0% coverage

Trinity Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Pete Lamuraglia
Email Phone
Craig Forys, Cpfa®, Awma® Associate Advisor at Trinity Wealth Management
View
David Wise Managing Partner
View
Janikia Woods Senior Client Service Associate
Email

Employees by Management Level

Manager 1 profile
Senior / Lead 1 profile
Individual contributor 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Sales 1 1 0

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