Jandy Rowe
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Jandy Rowe Email & Phone Number

Managing Director, Head of Client Service at Wealthspire Advisors at Wealthspire Advisors
Location: New York, New York, United States 5 work roles 1 school
1 work email found @wealthspire.com 2 phones found area 650 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email j****@wealthspire.com
Direct phone (650) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Wealthspire Advisors
Role
Managing Director, Head of Client Service at Wealthspire Advisors
Location
New York, New York, United States
Company size
112 employees

Who is Jandy Rowe? Overview

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Quick answer

Jandy Rowe is listed as Managing Director, Head of Client Service at Wealthspire Advisors at Wealthspire Advisors, a company with 112 employees, based in New York, New York, United States. AeroLeads shows a work email signal at wealthspire.com, phone signal with area code 650, and a matched LinkedIn profile for Jandy Rowe.

Jandy Rowe previously worked as Managing Director, Head of Client Service at Wealthspire Advisors and Director of Integration at Creative Planning. Jandy Rowe studied at Umass Boston.

Company email context

Email format at Wealthspire Advisors

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{first}.{last}@wealthspire.com
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AeroLeads found 1 current-domain work email signal for Jandy Rowe. Compare company email patterns before reaching out.

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Profile bio

About Jandy Rowe

Jandy Rowe is a Managing Director, Head of Client Service at Wealthspire Advisors at Wealthspire Advisors.

Current workplace

Jandy Rowe's current company

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

Wealthspire Advisors
Wealthspire Advisors
Managing Director, Head of Client Service at Wealthspire Advisors
new york, new york, united states
Website
wealthspire.com
Employees
112
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Company profile
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5 roles

Jandy Rowe work experience

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

Managing Director, Head Of Client Service

Current
Wealthspire Advisors

New York, New York, United States

Jan 2023 - Present

Director Of Integration

Creative Planning

Overland Park, Kansas, United States

Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.

Oct 2022 - Jan 2023

Principal, Director Of Client Service

Wipfli Financial Advisors

Kansas City, Missouri Area

Wipfli Financial Advisors, LLC ("Wipfli Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. We are not engaged in rendering legal, accounting.

Jun 2011 - May 2019

Principal, Director Of Client Service

Hewins Financial Advisors

San Mateo, CA

Wipfli Financial Advisors, LLC ("Wipfli Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. We are not engaged in rendering legal, accounting.

Jun 2001 - May 2019
Team & coworkers

Colleagues at Wealthspire Advisors

Other employees you can reach at wealthspire.com. View company contacts for 112 employees →

MK Madison Khazzam, Cpa Madison Khazzam, Cpa Colleague at Wealthspire AdvisorsPlainview, New York, United States, United States View → TH Tierney Henderson Tierney Henderson Colleague at Wealthspire AdvisorsSan Francisco Bay Area, United States View → DS Dorota Stankiewicz Dorota Stankiewicz Colleague at Wealthspire AdvisorsNew York City Metropolitan Area, United States View → MP Michael Price, Cfa Michael Price, Cfa Colleague at Wealthspire AdvisorsNew York, New York, United States, United States View → HM Hector Molina Hector Molina Colleague at Wealthspire AdvisorsNew York, New York, United States, United States View → SD Scott Dillie, Cfp® Scott Dillie, Cfp® Colleague at Wealthspire AdvisorsWashington DC-Baltimore Area, United States View → JW Jenna Wolfe Jenna Wolfe Colleague at Wealthspire AdvisorsFairfield, Connecticut, United States, United States View → AN Alexandria Nichols Alexandria Nichols Colleague at Wealthspire AdvisorsBoca Raton, Florida, United States, United States View → BK Brent Katterheinrich Brent Katterheinrich Colleague at Wealthspire AdvisorsMadison, Wisconsin, United States, United States View → DS Danielle Siano Danielle Siano Colleague at Wealthspire AdvisorsMelville, New York, United States, United States View →
1 education record

Jandy Rowe education

FAQ

Frequently asked questions about Jandy Rowe

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

What company does Jandy Rowe work for?

Jandy Rowe works for Wealthspire Advisors.

What is Jandy Rowe's role at Wealthspire Advisors?

Jandy Rowe is listed as Managing Director, Head of Client Service at Wealthspire Advisors at Wealthspire Advisors.

What is Jandy Rowe's email address?

AeroLeads has found 1 work email signal at @wealthspire.com for Jandy Rowe at Wealthspire Advisors.

What is Jandy Rowe's phone number?

AeroLeads has found 2 phone signal(s) with area code 650 for Jandy Rowe at Wealthspire Advisors.

Where is Jandy Rowe based?

Jandy Rowe is based in New York, New York, United States while working with Wealthspire Advisors.

What companies has Jandy Rowe worked for?

Jandy Rowe has worked for Wealthspire Advisors, Creative Planning, Wipfli Financial Advisors, and Hewins Financial Advisors.

Who are Jandy Rowe's colleagues at Wealthspire Advisors?

Jandy Rowe's colleagues at Wealthspire Advisors include Madison Khazzam, Cpa, Tierney Henderson, Dorota Stankiewicz, Michael Price, Cfa, and Hector Molina.

How can I contact Jandy Rowe?

You can use AeroLeads to view verified contact signals for Jandy Rowe at Wealthspire Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jandy Rowe attend?

Jandy Rowe studied at Umass Boston.

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