Ascend Planning and Consulting, LLC Employee Directory

Financial ServicesVirginia, United States11-50 Employees

From its inception, Ascend Planning & Consulting, LLC’s mission has been to help our clients navigate through the constantly changing, complex financial world. Our Professionals strive to provide you with resources and education paired with the highest level of personal service, while meticulously focusing on the details of your planning.

Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V.Retirement Benefits Group is a specialized division of Equitable Advisors. Ascend Planning and consulting is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d 
 AGE- 6491381.1(3/24)(Exp.3/26)

Find Ascend Planning and Consulting, LLC employees' phone numbers or email addresses

Ascend Planning and Consulting, LLC Global Highlights

North America
21

United States Of America
21

Ascend Planning and Consulting, LLC's Leadership

M. S.
President & Ceo
Mobile Phone
Email
T. C. N.
Executive Vice President
Mobile Phone
Email
D. M.
Director Of Asset Allocation Strategies
Mobile Phone
Email
J. C.
Sr. Consultant, Certified Financial Planner™ Professional
Mobile Phone
Email
T. K.
Senior Consultant
Mobile Phone
Email
D. M.
Certified Financial Planner (tm) Professional
Mobile Phone
Email
M. D.
Financial Advisor
Mobile Phone
Email
J. S.
Consultant
Mobile Phone
Email

Contact profiles from Ascend Planning and Consulting, LLC

Name

Title

Contact Info

Location

Last Update

G. F.
Financial Professional
Mobile Phone
Email
United StatesVirginia
Sep 09, 2025
C. W.
Marketing And Media Coordinator
Mobile Phone
Email
United StatesVirginia
Oct 25, 2025
C. W.
Consultant
Mobile Phone
Email
Oct 17, 2024
C. B.
Registered Planning Assistant To Mark Swartz
Mobile Phone
Email
UNITED STATES
Oct 22, 2024
E. G.
Client Relations Coordinator
Mobile Phone
Email
UNITED STATES
Jul 07, 2024
J. S.
Consultant
Mobile Phone
Email
Oct 16, 2024
H. S.
Mobile Phone
Email
United StatesMaryland
Oct 18, 2024
J. V. V.
Registered Client Relationship Coordinator
Mobile Phone
Email
United StatesVirginia
Nov 27, 2025

Frequently Asked Questions

What is Ascend Planning and Consulting, LLC known for?

Ascend Planning and Consulting, LLC operates in the Financial Services industry. Explore Ascend Planning and Consulting, LLC's company overview page for more information.

What is Ascend Planning and Consulting, LLC's most common email format?

Ascend Planning and Consulting, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Ascend Planning and Consulting, LLC email formats with LeadIQ.

How many employees does Ascend Planning and Consulting, LLC have currently?

Ascend Planning and Consulting, LLC has approximately 14 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Ascend Planning and Consulting, LLC's key employees and leadership?

As of December 2025, Ascend Planning and Consulting, LLC's key employees include:

President & Ceo: M. S.
Executive Vice President: T. C. N.
Director Of Asset Allocation Strategies: D. M.
Sr. Consultant, Certified Financial Planner™ Professional: J. C.
Senior Consultant: T. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking