Avantax Employee Directory

Financial ServicesTexas, United States501-1000 Employees

Avantax, a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals & CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model & the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors & offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., & insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, & affiliated broker-dealer, Avantax Investment Services, Inc., & partners with CPA firms to provide their consumer & small-business clients with holistic financial planning & advisory services.

Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ & Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Visit Avantax.com/social_policy for more information. Avantax exclusively provides financial products and services & does not directly provide or supervise tax or accounting services. Its affiliated Financial Professionals may offer those services through their independent outside businesses. Financial Professionals’ outside companies aren't registered investment advisers.

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Avantax Global Highlights

North America
789

United States Of America
787
Mexico
1
Canada
1

Europe
4

United Kingdom Of Great Britain And Northern Ireland
3
Netherlands
1

Africa
1

Kenya
1

Avantax's Leadership

D. B.
Chief Information Security Officer
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B. W. C.
Chief Human Resources Officer
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L. S.
Vice President Of Business Development
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H. M.
Vice President Of Product Management
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A. B.
Head Of Marketing Strategy, Signifi Elite Advisor Brands
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K. L.
Executive Assistant To The Cfo
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T. M.
President, Avantax®
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J. H. D.
Vp, Co-Chief Investment Officer
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Avantax Employee Metrics

100%

50%

0%

2024

2023

Finance
Consultant
Engineering
Analytics
Marketing
Other

Contact profiles from Avantax

Name

Title

Contact Info

Location

Last Update

P. S.
Vice President, Investment Sales
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Email
Sep 17, 2024
S. A.
Vp - Head Of Architecture & Engineering
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Oct 04, 2024
A. B.
Head Of Marketing Strategy, Signifi Elite Advisor Brands
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Email
United StatesKentucky
Nov 10, 2023
H. M.
Vice President Of Product Management
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United StatesTexas
Feb 21, 2024
D. K.
Vp: Operations And Service Excellence
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United StatesColorado
Aug 26, 2024
A. P.
Vice President
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United StatesTexas
Jul 08, 2024
A. S.
Principal, Head Of Research
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Email
Jul 29, 2024
D. C.
Regional Vice President, Financial Planning Consultant
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Sep 17, 2024
S. W.
Vice President, Financial Planning Consultant
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Aug 02, 2024
E. W.
Marketing Director, Signifi Elite Advisor Brands
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Email
Nov 10, 2023

Frequently Asked Questions

What is Avantax known for?

Avantax was founded in 1983 operates in the Financial Services industry. The company's main headquarters is located in 3200 Olympus Blvd Suite 100 Dallas, Texas 75019 US; you can contact the main corporate office by phone at

+1-972-421-****

. Explore Avantax's company overview page for more information.

What is Avantax's most common email format?

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

How many employees does Avantax have currently?

Avantax has approximately 617 employees as of October 2024. These team members are located across 3 continents, including North AmericaEuropeAfrica.

Who are Avantax's key employees and leadership?

As of October 2024, Avantax's key employees include:

Chief Information Security Officer: D. B.
Chief Human Resources Officer: B. W. C.
Vice President Of Business Development: L. S.
Vice President Of Product Management: H. M.
Head Of Marketing Strategy, Signifi Elite Advisor Brands: A. B.

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