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 474 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., Vice President Enterprise Relationships And Business Consulting: M. K., Vp , Communications: B. A..

Financial ServicesTexas, United States201-500 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
539

United States Of America
537
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
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
K. L.
Executive Assistant To The Cfo
Mobile Phone
Email
A. F.
Partner/Financial Advisor - Fass Wealth Strategies Group (fwsg)
Mobile Phone
Email
D. T. M.
Owner
Mobile Phone
Email

Avantax Employee Metrics

100%

50%

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

J. T.
Regional Director, Business Development
Mobile Phone
Email
United StatesMinnesota
Feb 03, 2026
A. M.
Director, Enterprise Data And Platforms
Mobile Phone
Email
United StatesArkansas
Feb 03, 2026
J. R.
Director, Retirement Plan Services
Mobile Phone
Email
United StatesIowa
Feb 03, 2026
B. H.
Regional Director, Enterprise Growth-North Central Region
Mobile Phone
Email
United StatesColorado
Dec 10, 2025
B. M. T.
Regional Director, Recruiting - Great Lakes Region
Mobile Phone
Email
United States
Jan 30, 2026
G. B.
Director, Tax Smart Initiatives
Mobile Phone
Email
United States
Nov 19, 2025
K. C.
Director Of Transition Services
Mobile Phone
Email
United StatesTexas
Feb 03, 2026
M. R. R.
Director, Enterprise Relationships & Business Consulting
Mobile Phone
Email
United StatesTexas
Feb 03, 2026
M. O.
Regional Director
Mobile Phone
Email
United StatesTexas
Nov 05, 2025
N. R.
Director, Practice Management
Mobile Phone
Email
United StatesTexas
Feb 03, 2026

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 Boulevard Suite 100 Dallas, Texas United States; 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 474 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Avantax's key employees and leadership?

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

Chief Investment Officer: I. P. G.
Chief Legal Officer: T. B.
Vice President Enterprise Relationships And Business Consulting: M. K.
Vp , Communications: B. A.
President, Avantax Wealth Management: A. W.

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