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Kent Kaplan Email & Phone Number
Portfolio Manager
at
Iberia Wealth Advisors
1 work email found
@iberiawealth.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager
Location
Birmingham, Alabama, United States
Company size
Who is Kent Kaplan? Overview
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Quick answer
Kent Kaplan is listed as Portfolio Manager at Iberia Wealth Advisors, a with 11 employees, based in Birmingham, Alabama, United States. AeroLeads shows a work email signal at iberiawealth.com and a matched LinkedIn profile for Kent Kaplan.
Kent Kaplan previously worked as Investment Advisor at First Horizon Advisory Services Inc and Trust Advisor at Regions Bank. Kent Kaplan holds Bachelor Of Science (Bs), Banking, Corporate, Finance, And Securities Law from University Of Alabama.
Company email context
Email format at Iberia Wealth Advisors
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{first}.{last}@iberiawealth.com
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AeroLeads found 1 current-domain work email signal for Kent Kaplan. Compare company email patterns before reaching out.
Profile bio
About Kent Kaplan
Kent Kaplan is a Portfolio Manager at Iberia Wealth Advisors. He possess expertise in wealth management, portfolio management, estate planning, financials, strategic financial planning and 9 more skills.
Listed skills include Wealth Management, Portfolio Management, Estate Planning, Financials, and 10 others.
Current workplace
Kent Kaplan's current company
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Iberia Wealth Advisors
6 roles
Kent Kaplan work experience
A career timeline built from the work history available for this profile.
Investment Advisor
Current
Jul 2017 - Present
Portfolio Manager
Current
Jul 2017 - Present
Trust Advisor
Responsible for developing and retaining trust and investment management clients, including developing internal and external business networks for new business, participating in sales presentations, and ensuring accurate and compliant administration of trusts and estates accounts. Also, coordinating with other wealth management partners, providing guidance on the maintenance of investment allocations, industry trends, and fiduciary principles.
Feb 2013 - Jul 2017
Wealth Advisor
Wealth Advisor for Private Wealth Management clients at Regions. Develop and maintain a portfolio of important revenue generating client relationships within our affluent market segment, while providing integrated delivery of a broad range of wealth products and services including financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and general banking services.
Oct 2003 - Mar 2013
Financial Consultant
Jan 2005 - May 2008
Team & coworkers
Colleagues at Iberia Wealth Advisors
Other employees you can reach at iberiawealth.com. View company contacts for 11 employees →
DF
Dottie French
Colleague at Iberia Wealth AdvisorsBirmingham, Alabama, United States
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MT
Marianne Terry
Colleague at Iberia Wealth AdvisorsUnited States
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WG
Wayne G. Bernstein
Colleague at Iberia Wealth AdvisorsPalm Beach, Florida, United States
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MF
Marta Fernandez
Colleague at Iberia Wealth AdvisorsMiami Beach, Florida, United States
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MR
Mercedes Rivero
Colleague at Iberia Wealth AdvisorsMiami-Fort Lauderdale Area, United States
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DH
Dana Hushak
Colleague at Iberia Wealth AdvisorsUnited States
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JR
James Reiss Iii
Colleague at Iberia Wealth AdvisorsGreater New Orleans Region, United States
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Dottie French
Colleague at Iberia Wealth AdvisorsBirmingham, Alabama, United States
View →
MT
Marianne Terry
Colleague at Iberia Wealth AdvisorsUnited States
View →
WG
Wayne G. Bernstein
Colleague at Iberia Wealth AdvisorsPalm Beach, Florida, United States
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MF
Marta Fernandez
Colleague at Iberia Wealth AdvisorsMiami Beach, Florida, United States
View →
MR
Mercedes Rivero
Colleague at Iberia Wealth AdvisorsMiami-Fort Lauderdale Area, United States
View →
DH
Dana Hushak
Colleague at Iberia Wealth AdvisorsUnited States
View →
JR
James Reiss Iii
Colleague at Iberia Wealth AdvisorsGreater New Orleans Region, United States
View →
1 education record
Kent Kaplan education
FAQ
Frequently asked questions about Kent Kaplan
Quick answers generated from the profile data available on this page.
What company does Kent Kaplan work for?
Kent Kaplan works for Iberia Wealth Advisors.
What is Kent Kaplan's role at Iberia Wealth Advisors?
Kent Kaplan is listed as Portfolio Manager at Iberia Wealth Advisors.
What is Kent Kaplan's email address?
AeroLeads has found 1 work email signal at @iberiawealth.com for Kent Kaplan at Iberia Wealth Advisors.
Where is Kent Kaplan based?
Kent Kaplan is based in Birmingham, Alabama, United States while working with Iberia Wealth Advisors.
What companies has Kent Kaplan worked for?
Kent Kaplan has worked for Iberia Wealth Advisors, First Horizon Advisory Services Inc, Regions Bank, Regions Financial Corporation, and Raymond James Financial Inc..
Who are Kent Kaplan's colleagues at Iberia Wealth Advisors?
Kent Kaplan's colleagues at Iberia Wealth Advisors include Dottie French, Marianne Terry, Wayne G. Bernstein, Marta Fernandez, and Mercedes Rivero.
How can I contact Kent Kaplan?
You can use AeroLeads to view verified contact signals for Kent Kaplan at Iberia Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Kent Kaplan attend?
Kent Kaplan holds Bachelor Of Science (Bs), Banking, Corporate, Finance, And Securities Law from University Of Alabama.
What skills is Kent Kaplan known for?
Kent Kaplan is listed with skills including Wealth Management, Portfolio Management, Estate Planning, Financials, Strategic Financial Planning, Asset Management, Wealth Management Services, and Investment Management.
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