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Associated Financial & Investor Services Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Associated Financial & Investor Services operates in the financial services sector, offering customized financial plans intended to build and protect long-term assets. The firm focuses on translating complex financial issues into clear, actionable strategies that clients can understand, implement, monitor, and adjust as needed. Its client base spans individuals at various life stages and businesses of all sizes, across local and national markets. It is based in the Fort Lauderdale area of Florida and has operated as an independent firm for more than four decades. Securities are offered through Osaic Wealth, Inc., with related entities operating independently. A notable recent development is an October 2020 partnership between Associated Investor Services, Inc. and WellCents to advance workplace financial wellness.

Find Associated Financial & Investor Services employees' phone numbers or email addresses

Associated Financial & Investor Services Global Highlights

Location
Employees

North America
43

Minus sign iconPlus sign icon
  • United States Of America
    43

Associated Financial & Investor Services's Leadership

  • Owner at Associated Financial & Investor Services
    G. D.
    Owner
    Mobile Phone
  • Vice President at Associated Financial & Investor Services
    J. R.
    Vice President
    Mobile Phone
  • Account Manager at Associated Financial & Investor Services
    A. P.
    Account Manager
    Mobile Phone
  • Benefits Practice Leader / Client Advisor at Associated Financial & Investor Services
    L. M.
    Benefits Practice Leader / Client Advisor
    Mobile Phone
  • Ensign Administrator at Associated Financial & Investor Services
    C. H.
    Ensign Administrator
    Mobile Phone
  • Financial Account Executive at Associated Financial & Investor Services
    D. D.
    Financial Account Executive
    Mobile Phone
  • Administrative at Associated Financial & Investor Services
    J. S.
    Administrative
    Mobile Phone
  • Advisor at Associated Financial & Investor Services
    L. C.
    Advisor
    Mobile Phone

Associated Financial & Investor Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Sales
  • Business
  • Human Resources
  • Other
  • Consultant

Contact profiles from Associated Financial & Investor Services

Name
Title
Contact
Location
Last Update
  • Owner at Associated Financial & Investor Services
    G. D.
    Owner
    Mobile Phone
    Oct 23, 2024
  • Vice President at Associated Financial & Investor Services
    J. R.
    Vice President
    Mobile Phone
    Oct 23, 2024
  • Account Manager at Associated Financial & Investor Services
    A. P.
    Account Manager
    Mobile Phone
    Oct 21, 2024
  • Benefits Practice Leader / Client Advisor at Associated Financial & Investor Services
    L. M.
    Benefits Practice Leader / Client Advisor
    Mobile Phone
    Sep 10, 2026
  • Ensign Administrator at Associated Financial & Investor Services
    C. H.
    Ensign Administrator
    Mobile Phone
    Oct 22, 2024
  • Financial Account Executive at Associated Financial & Investor Services
    D. D.
    Financial Account Executive
    Mobile Phone
    Apr 18, 2025
  • Administrative at Associated Financial & Investor Services
    J. S.
    Administrative
    Mobile Phone
    Oct 18, 2024
  • Advisor at Associated Financial & Investor Services
    L. C.
    Advisor
    Mobile Phone
    Oct 22, 2024
  • Partner Financial Advisor at Associated Financial & Investor Services
    R. T.
    Partner Financial Advisor
    Mobile Phone
    Oct 22, 2024
  • Retirement Plan Account Executive Assistant at Associated Financial & Investor Services
    T. A.
    Retirement Plan Account Executive Assistant
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Associated Financial & Investor Services known for?

Minus sign iconPlus sign iconAssociated Financial & Investor Services was founded in 1989 and operates in the Financial Services industry. You can contact Associated Financial & Investor Services's main corporate office by phone at
+1-954-983-****
. Explore Associated Financial & Investor Services's company overview page for more information.

What is Associated Financial & Investor Services's most common email format?

Minus sign iconPlus sign iconAssociated Financial & Investor Services employees' email format typically follows the pattern of First@afc-ais.com. Trying to find reliable and up-to-date employee contact data? Find more Associated Financial & Investor Services email formats with LeadIQ.

How many employees does Associated Financial & Investor Services have currently?

Minus sign iconPlus sign iconAssociated Financial & Investor Services has approximately 21 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Associated Financial & Investor Services's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Associated Financial & Investor Services's key employees include:

  • Owner: G. D.
  • Vice President: J. R.
  • Account Manager: A. P.
  • Benefits Practice Leader / Client Advisor: L. M.
  • Ensign Administrator: C. H.

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