What departments does Avantax have?

Avantax has employees across 19 departments including Finance, Entrepreneurship, Legal, Solutions Engineering, Community & Social Services.

What is the largest department at Avantax?

The largest department at Avantax is Solutions Engineering with 4 employees.

Where are Avantax employees located globally?

Avantax has employees across 2 continents and 4 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Mexico, Canada.

How has Avantax's team size changed over time?

Avantax's team has decreased from approximately 748 to 378 employees based on available data.

Avantax Employee Directory

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

Avantax's key employees include: Chief Legal Officer: T. B., Vp , Communications: B. A., President, Avantax Wealth Management: A. W..

Financial ServicesTexas, United States201-500 Employees

Avantax is a distinct community within Cetera Wealth Services that focuses on tax-focused financial planning and wealth management. It serves financial professionals who integrate tax strategy with comprehensive wealth advice, enabling multi-generational advisory practices and closer involvement of family members in client service. Based in Dallas, Texas, Avantax operates as part of the Cetera Holdings network, partnering with independent advisers.

The company positions itself within the financial services industry as a broker-dealer affiliated provider that emphasizes tax-centric planning within wealth management. In 2024, Avantax hosted its largest-ever national conference in San Diego, signaling its emphasis on evolving client relationships toward stewardship. It continues to expand its advisor community and services within the Cetera framework, rooted in its Dallas base.

Avantax Global Highlights

North America
511

United States Of America
509
Mexico
1
Canada
1

Europe
3

United Kingdom Of Great Britain And Northern Ireland
3

Avantax's Leadership

T. B.
Chief Legal Officer
Mobile Phone
Email
B. A.
Vp , Communications
Mobile Phone
Email
A. W.
President, Avantax Wealth Management
Mobile Phone
Email
A. F.
Partner/Financial Advisor - Fass Wealth Strategies Group (fwsg)
Mobile Phone
Email
E. K.
Owner
Mobile Phone
Email
J. H.
Vp, Co-Chief Investment Officer
Mobile Phone
Email
M. L.
Vice President, Chief Compliance Officer
Mobile Phone
Email
A. C.
Vice President, Investment Solutions
Mobile Phone
Email

Avantax Employee Metrics

100%

50%

0%

2026

2025

Finance
Consultant
Engineering
Analytics
Marketing
Other
Program & Project Management
Solutions Engineering
Banking
Legal
Support

Contact profiles from Avantax

Name

Title

Contact Info

Location

Last Update

R. J. C. C.
Vice President, Advisory Solutions
Mobile Phone
Email
Oct 16, 2024
S. W.
Vice President, Financial Planning Consultant
Mobile Phone
Email
Oct 18, 2024
T. S.
Vice President, Business Development
Mobile Phone
Email
May 08, 2026
D. R.
Regional Director
Mobile Phone
Email
Jun 29, 2026
A. R.
Regional Director, Business Development
Mobile Phone
Email
Oct 22, 2024
C. W.
Director Of Brand And Content
Mobile Phone
Email
Oct 17, 2024
C. C.
Director, Partnership Programs
Mobile Phone
Email
Oct 23, 2024
E. L.
Corporate Controller
Mobile Phone
Email
Oct 23, 2024
J. C.
Director
Mobile Phone
Email
Oct 23, 2024
J. S.
Director Total Rewards
Mobile Phone
Email
Apr 23, 2025

Frequently Asked Questions

What is Avantax known for?

Avantax was founded in 1983 operates in the Financial Services industry; 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 443 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Avantax's key employees and leadership?

As of July 2026, Avantax's key employees include:

Chief Legal Officer: T. B.
Vp , Communications: B. A.
President, Avantax Wealth Management: A. W.
Partner/Financial Advisor - Fass Wealth Strategies Group (fwsg): A. F.
Owner: E. K.

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Avantax Employee Directory

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