World Insurance Associates LLC (formerly Wealth Advisory Group, Inc)
Company Management

World Insurance Associates LLC (formerly Wealth Advisory Group, Inc)

Financial Services 1055 Westlakes Drive 7 employees
Employees
7
Contacts
3
Emails
3
Phones
2

World Insurance Associates LLC (formerly Wealth Advisory Group, Inc) Overview

Headquarters
1055 Westlakes Drive
Industry
Financial Services
Employees
7
Founded
1993
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About World Insurance Associates LLC (formerly Wealth Advisory Group, Inc)

World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes. Using data-driven analytics, our advisors innovate new products and solutions tailored to clients’ needs across insurance and bonds, employee benefits, retirement plans, wealth management services, private client services, and payroll & HR solutions. We have advisors in dozens of niche markets, and we cater to specialized industries such as agribusiness, associations, construction, entertainment & recreation, healthcare, hospitality, manufacturing, public/nonprofit, professional services, real estate, retail, self-storage facilities, and transportation. With the backing and expertise of a comprehensive network of specialists, our colleagues build trusted relationships with our clients that deliver real-world results. The firm's primary mission is to build collaborative and enduring partnerships by creating a customized strategic plan, executing the strategy flawlessly, and assisting our clients to stay the course so they may judiciously preserve and grow their wealth.

World Insurance Associates LLC (formerly Wealth Advisory Group, Inc) Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
2
50.0% coverage

World Insurance Associates LLC (formerly Wealth Advisory Group, Inc) Org Chart

Sample employees and titles
Name Title Contact
Andrew Dugery, Crps®, Aif®
Email
Jerry Preschutti, Ricp® Delivering Sustainable & Equitable
Email Phone
Michael Bass, Aif® Principal Advisor Delivering Advanced
Email Phone
Robert Norton, Cfa An Experienced Investment Professional
View

Employees by Management Level

Individual contributor 3 profiles
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 1

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