Gerri Broadbent
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Gerri Broadbent Email & Phone Number

Client Services at Rockwood Wealth Management
Location: New Hope, Pennsylvania, United States 7 work roles 2 schools
1 work email found @rockwoodwealth.com 1 phone found area 215 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email g****@rockwoodwealth.com
Direct phone (215) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Rockwood Wealth Management
Role
Client Services
Location
New Hope, Pennsylvania, United States
Company size
21 employees

Who is Gerri Broadbent? Overview

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Quick answer

Gerri Broadbent is listed as Client Services at Rockwood Wealth Management, a with 21 employees, based in New Hope, Pennsylvania, United States. AeroLeads shows a work email signal at rockwoodwealth.com, phone signal with area code 215, and a matched LinkedIn profile for Gerri Broadbent.

Gerri Broadbent previously worked as Premier Advisor Advocate at Orion Advisor Tech and Senior Advisor Platform Specialist at Robustwealth, Inc.. Gerri Broadbent holds Chfc, Clu from The American College.

Company email context

Email format at Rockwood Wealth Management

This section adds company-level context without repeating Gerri Broadbent's masked contact details.

{first_initial}{last}@rockwoodwealth.com
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AeroLeads found 1 current-domain work email signal for Gerri Broadbent. Compare company email patterns before reaching out.

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Profile bio

About Gerri Broadbent

Gerri Broadbent is a Client Services at Rockwood Wealth Management.

Current workplace

Gerri Broadbent's current company

Company context helps verify the profile and gives searchers a useful next step.

Rockwood Wealth Management
Rockwood Wealth Management
Client Services
new hope, pennsylvania, united states
Website
rockwoodwealth.com
Employees
21
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Company profile
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7 roles

Gerri Broadbent work experience

A career timeline built from the work history available for this profile.

Premier Advisor Advocate

Orion Advisor Tech

Omaha, Nebraska, United States

Aug 2021 - Feb 2022

Senior Advisor Platform Specialist

Robustwealth, Inc.

Lambertville, Nj

RobustWealth is a complete, automated wealth management platform created to enhance our Advisor partners' practices. We provide easy, paperless client onboarding, ability to create your own custom models or use our proprietary models, in-kind transfers, and tax efficient trading and rebalancing. All of this is under your own private label. Our platform elegantly integrates a previously unwieldy array of services: behavioral glide-path algorithms, tax-loss harvesting and volatility mitigation overlays. Our independent model means we do not compete with the Advisor like B2C Robos, or discount brokerage platforms.RobustWealth Offers Advisors a Complete Investment & Technology Solution:-Comprehensive Advisor Dashboard-Automated & Sophisticated Rebalancing-Modern & Digital Client User Interface-Institutional Investment Solutions-Open Architecture-Trade Execution-Custodian IntegrationBrowse our solution at:www.robustwealth.comContact us at:service@robustwealth.com

Feb 2018 - Aug 2021

Vice President-Personal Trust Specialist

Bb&T

King Of Prussia, Pa

Feb 2013 - Feb 2018

Vice President - Relationship Manager

Pitcairn Financial Group

Single point of contact for foundation and endowment client relationships

Mar 2001 - Oct 2001

Vice President - Personal Trust New Business

Wells Fargo
Feb 1984 - Aug 1997
Team & coworkers

Colleagues at Rockwood Wealth Management

Other employees you can reach at rockwoodwealth.com. View company contacts for 21 employees →

JH John Helvie, Dpt John Helvie, Dpt Colleague at Rockwood Wealth ManagementPhiladelphia, Pennsylvania, United States View → JV Jack Ventresca Jack Ventresca Colleague at Rockwood Wealth ManagementDoylestown, Pennsylvania, United States View → CM Catherine Morgan, Cfp® Catherine Morgan, Cfp® Colleague at Rockwood Wealth ManagementNew Hope, Pennsylvania, United States View → JH John Hagan Iii, Msf, Cfp® John Hagan Iii, Msf, Cfp® Colleague at Rockwood Wealth ManagementNew Hope, Pennsylvania, United States View → RS Renee Schuster, Mba, Cfp® Renee Schuster, Mba, Cfp® Colleague at Rockwood Wealth ManagementGreater Philadelphia, United States View → JH Joe Houk Joe Houk Colleague at Rockwood Wealth ManagementGreater Philadelphia, United States View → NR Natalia Rybak Natalia Rybak Colleague at Rockwood Wealth ManagementNew York City Metropolitan Area, United States View → JT Joyce Toal Joyce Toal Colleague at Rockwood Wealth ManagementRiva, Maryland, United States View → JW Jackson West Jackson West Colleague at Rockwood Wealth ManagementWashington Crossing, Pennsylvania, United States View → PM Paige Marlow Paige Marlow Colleague at Rockwood Wealth ManagementGreater Philadelphia, United States View →
2 education records

Gerri Broadbent education

FAQ

Frequently asked questions about Gerri Broadbent

Quick answers generated from the profile data available on this page.

What company does Gerri Broadbent work for?

Gerri Broadbent works for Rockwood Wealth Management.

What is Gerri Broadbent's role at Rockwood Wealth Management?

Gerri Broadbent is listed as Client Services at Rockwood Wealth Management.

What is Gerri Broadbent's email address?

AeroLeads has found 1 work email signal at @rockwoodwealth.com for Gerri Broadbent at Rockwood Wealth Management.

What is Gerri Broadbent's phone number?

AeroLeads has found 1 phone signal(s) with area code 215 for Gerri Broadbent at Rockwood Wealth Management.

Where is Gerri Broadbent based?

Gerri Broadbent is based in New Hope, Pennsylvania, United States while working with Rockwood Wealth Management.

What companies has Gerri Broadbent worked for?

Gerri Broadbent has worked for Rockwood Wealth Management, Orion Advisor Tech, Robustwealth, Inc., Bb&T, and Pitcairn Financial Group.

Who are Gerri Broadbent's colleagues at Rockwood Wealth Management?

Gerri Broadbent's colleagues at Rockwood Wealth Management include John Helvie, Dpt, Jack Ventresca, Catherine Morgan, Cfp®, John Hagan Iii, Msf, Cfp®, and Renee Schuster, Mba, Cfp®.

How can I contact Gerri Broadbent?

You can use AeroLeads to view verified contact signals for Gerri Broadbent at Rockwood Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Gerri Broadbent attend?

Gerri Broadbent holds Chfc, Clu from The American College.

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