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FamilyWealth Advisers

15 people · 0 jobs
‌

FamilyWealth is a digital advisory firm.

Industries

Finance, FinTech

Headquarters

Dallas, United States

Employees

11-50

Links

Org chart

Bill Oakley
Vice President/ Partner
Collapse
John Alvarez
Vice President, Engagement
Amy Patton
Director of Marketing
Donna Aubin
Client Service Manager
Chris Metscher
Investment Adviser
Kirk Freedle
Investment Adviser
Steven Slomberg
Investment Adviser
Lisa Martinez
Investment Adviser
John Mugarian
Investment Adviser
Jeremy Patton
Investment Adviser
Jim Mayer
Investment Adviser
AM
Amanda Morris
Investment Adviser
Nafees Alam
Financial Adviser
GV
Geoff Voorhees
Investment Adviser
VX
Vanessa Xu
Portfolio Accountant

Teams

+6

Investment Advisory Team

10 people · 0 jobs

Leadership Team

2 people · 0 jobs

Offices

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