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Avantax Employee Directory

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

Location
Employees

North America
529

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  • United States Of America
    527
  • Mexico
    1
  • Canada
    1

Europe
3

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  • United Kingdom Of Great Britain And Northern Ireland
    3

Avantax's Leadership

  • Stylized image of a person
    I. P. G.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. B.
    Chief Legal Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. K.
    Vice President Enterprise Relationships And Business Consulting
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. A.
    Vp , Communications
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. W.
    President, Avantax Wealth Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. F.
    Partner/Financial Advisor - Fass Wealth Strategies Group (fwsg)
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. T. M.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. K.
    Owner
    Phone icon
    Mobile Phone

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
  • Stylized image of a person
    P. F.
    Director, Advanced Case Solutions And Financial Planning
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    W.
    Director, Enterprise Relationships & Business Consulting
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    S. S.
    Regional Business Development Manager
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Apr 15, 2026
  • Stylized image of a person
    S. W.
    Principal, Hr Business Partner, Lead De&i Council Member
    Phone icon
    Mobile Phone
    United States
    Jun 17, 2026
  • Stylized image of a person
    J. W.
    Compliance Manager
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Apr 16, 2026
  • Stylized image of a person
    T. J.
    Onboarding Experience Manager
    Phone icon
    Mobile Phone
    May 21, 2026
  • Stylized image of a person
    B. L.
    Program Manager, Corporate Development
    Phone icon
    Mobile Phone
    United States
    Apr 13, 2026
  • Stylized image of a person
    E. F.
    Community Engagement Leader
    Phone icon
    Mobile Phone
    United StatesFlorida
    Mar 12, 2026
  • Stylized image of a person
    K. H.
    Facilities Manager
    Phone icon
    Mobile Phone
    Mar 25, 2026
  • Stylized image of a person
    M. H.
    Product Manager
    Phone icon
    Mobile Phone
    United StatesIdaho
    Apr 15, 2026

Frequently Asked Questions

What is Avantax known for?

Minus sign iconPlus sign iconAvantax 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?

Minus sign iconPlus sign iconAvantax 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?

Minus sign iconPlus sign iconAvantax has approximately 448 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Avantax's key employees and leadership?

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As of June 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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