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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

  • Stylized image of a person
    G. D.
    Owner
    Mobile Phone
  • Stylized image of a person
    R. T.
    Partner Financial Advisor
    Mobile Phone
  • Stylized image of a person
    J. R.
    Vice President
    Mobile Phone
  • Stylized image of a person
    L. M.
    Benefits Practice Leader / Client Advisor
    Mobile Phone
  • Stylized image of a person
    A. P.
    Account Manager
    Mobile Phone
  • Stylized image of a person
    C. H.
    Ensign Administrator
    Mobile Phone
  • Stylized image of a person
    D. D.
    Financial Account Executive
    Mobile Phone
  • Stylized image of a person
    J. S.
    Administrative
    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
  • Stylized image of a person
    G. D.
    Owner
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    R. T.
    Partner Financial Advisor
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    J. R.
    Vice President
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    L. M.
    Benefits Practice Leader / Client Advisor
    Mobile Phone
    Jun 30, 2026
  • Stylized image of a person
    A. P.
    Account Manager
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    C. H.
    Ensign Administrator
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    D. D.
    Financial Account Executive
    Mobile Phone
    Apr 18, 2025
  • Stylized image of a person
    J. S.
    Administrative
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    L. C.
    Advisor
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    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 operates in the Financial Services industry; you can contact the 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 . 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 July 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 July 2026, Associated Financial & Investor Services's key employees include:

  • Owner: G. D.
  • Partner Financial Advisor: R. T.
  • Vice President: J. R.
  • Benefits Practice Leader / Client Advisor: L. M.
  • Account Manager: A. P.

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