Avantax® Employee Directory

Q: What is Avantax® known for?

Avantax® was founded in 1983. Avantax® operates in the Financial Services industry.

Q: How many employees does Avantax® have currently?

Avantax® has approximately 520 employees.

Q: Who are Avantax®'s key employees and leadership?

Avantax®'s key employees include: Executive Assistant To The Cfo: K. L., Chief Investment Officer: I. P. G., Chief Legal Officer: T. B., Chief Of Staff | Tax Channel: J. H., Vice President And Head Of Business Development: T. S. C..

Financial ServicesUnited States501-1000 Employees

Avantax is a distinct community within Cetera Wealth Services, LLC, Member FINRA/SIPC. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Visit Avantax.com/social_policy for more information.

Find Avantax® employees' phone numbers or email addresses

Avantax® Global Highlights

North America
586

United States Of America
584
Mexico
1
Canada
1

Europe
4

United Kingdom Of Great Britain And Northern Ireland
3
Netherlands
1

Avantax®'s Leadership

I. P. G.
Chief Investment Officer
Mobile Phone
Email
T. B.
Chief Legal Officer
Mobile Phone
Email
J. H.
Chief Of Staff | Tax Channel
Mobile Phone
Email
T. S. C.
Vice President And Head Of Business Development
Mobile Phone
Email
M. K.
Vice President Enterprise Relationships And Business Consulting
Mobile Phone
Email
B. A.
Vp , Communications
Mobile Phone
Email
A. W.
President, Avantax Wealth Management
Mobile Phone
Email
D. T.
Head Of Procurement & Vendor Management
Mobile Phone
Email

Avantax® Employee Metrics

100%

50%

2025

2024

Finance
Consultant
Engineering
Analytics
Marketing
Other
Program & Project Management
Solutions Engineering

Contact profiles from Avantax®

Name

Title

Contact Info

Location

Last Update

M. L.
Vice President, Chief Compliance Officer
Mobile Phone
Email
Oct 17, 2024
R. R.
Owner, Cpa
Mobile Phone
Email
United StatesFlorida
Oct 21, 2024
T. B.
Chief Legal Officer
Mobile Phone
Email
Jul 17, 2025
L. S.
Regional Vice President, Tax Channel, Head Of Awaf
Mobile Phone
Email
United StatesTexas
Nov 10, 2025
T. S. C.
Vice President And Head Of Business Development
Mobile Phone
Email
United StatesTexas
Jun 23, 2023
D. T.
Head Of Procurement & Vendor Management
Mobile Phone
Email
Nov 10, 2025
A. W.
Regional Vice President
Mobile Phone
Email
United StatesTexas
Nov 05, 2025
M. K.
Vice President Enterprise Relationships And Business Consulting
Mobile Phone
Email
United StatesMinnesota
Nov 06, 2025
A. P.
Vice President
Mobile Phone
Email
United StatesTexas
Nov 11, 2025
C. J. C.
Regional Vice President - Northeast
Mobile Phone
Email
United StatesTexas
Nov 05, 2025

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 520 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Avantax®'s key employees and leadership?

As of October 2025, Avantax®'s key employees include:

Chief Investment Officer: I. P. G.
Chief Legal Officer: T. B.
Chief Of Staff | Tax Channel: J. H.
Vice President And Head Of Business Development: T. S. C.
Vice President Enterprise Relationships And Business Consulting: M. K.

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