WealthShield Partners, LLC
Financial Services
Cary, North Carolina, United States
5 employees
- Employees
- 5
- Contacts
- 1
- Emails
- 1
WealthShield Partners, LLC Overview
- Headquarters
- Cary, North Carolina, United States
- Website
- www.wealthshieldpartners.com
- Industry
- Financial Services
- Employees
- 5
- Founded
- 2015
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About WealthShield Partners, LLC
WealthShield Partners, LLC was founded in 2013 based on a belief in the importance of the fiduciary, and the need for advisors to operate within an independent environment to avoid conflicts of interest and to better serve their clients. As a registered investment adviser (RIA), we believe our independence enables us to work for the exclusive benefit of our investors. Furthermore, we are passionate about empowering advisors who share this vision with the resources and expertise necessary to deliver comprehensive service and support to the clients they serve. WealthShield Partners serves as an extension to each advisory team we support, all while keeping the advisor in the driver’s seat to grow their business on their terms. Our team is dedicated to providing robust practice management support, compliance oversight, and operational guidance to our advisors. Reach out to our team today! info@wealthshieldpartners.com To view our firm's full disclosure, visit: www.wealthshieldpartners.com/social-media-disclosure
WealthShield Partners, LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
WealthShield Partners, LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Victoria Handley Araj, Cfp® | Chief Operating Officer & Financial |
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| Jessica Wood (Alpers) | Director of Operations at Wealthshield |
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| Caroline Leggett Woodbury | Partner and Director of Advisor | Raleigh, North Carolina, United States |
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| Kayla Lonergan Sorrell | Manager of Marketing & Advisor | Raleigh, North Carolina, United States |
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Employees by Management Level
Director
2 profiles
Executive
1 profile
Manager
1 profile
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