Bagby Wealth Management Employee Directory

Financial ServicesUnited States2-10 Employees

At Bagby Wealth Management, we are committed to providing you with tactical and strategic investment advice and wealth management services to help you build, preserve, and utilize your wealth. 

Through our well thought out recommendations, honest communication, and personal service, we provide customized strategies that are fully aligned with your unique needs. We accomplish this by getting to know you, discovering your goals, learning your investment philosophies and risk tolerance, and providing you with experienced professional guidance as you pursue financial independence. Our carefully crafted process helps you set your course for the future.

Find Bagby Wealth Management employees' phone numbers or email addresses

Bagby Wealth Management Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Bagby Wealth Management's Leadership

  • Stylized image of a person
    C. B.
    Chief Financial Officer
    Phone icon
  • Stylized image of a person
    M. S.
    Director Of Marketing
    Phone icon
  • Stylized image of a person
    J. M. B.
    Investment Consultant
    Phone icon
  • Stylized image of a person
    R. H.
    Financial Paraplanner Qualified Professional 2007-Present/Investment Advisor
    Phone icon
  • Stylized image of a person
    C. M.
    Investment Assistant
    Phone icon
  • Stylized image of a person
    M. M.
    Independent Consultant Assistant
    Phone icon
  • Stylized image of a person
    M. B.
    Investment Consultant
    Phone icon

Contact profiles from Bagby Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. B.
    Chief Financial Officer
    Phone icon
    Oct 26, 2025
  • Stylized image of a person
    M. S.
    Director Of Marketing
    Phone icon
    United States
    Oct 25, 2025
  • Stylized image of a person
    J. M. B.
    Investment Consultant
    Phone icon
    United States
    Oct 20, 2025
  • Stylized image of a person
    R. H.
    Financial Paraplanner Qualified Professional 2007-Present/Investment Advisor
    Phone icon
    United States
    Oct 20, 2025
  • Stylized image of a person
    C. M.
    Investment Assistant
    Phone icon
    United StatesMissouri
    Oct 18, 2024
  • Stylized image of a person
    M. M.
    Independent Consultant Assistant
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    M. B.
    Investment Consultant
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is Bagby Wealth Management known for?

Minus sign iconPlus sign icon
Bagby Wealth Management was founded in 1984 operates in the Financial Services industry. The company's main headquarters is located in 302 N. Walnut Street, Dexter, Missouri 63841, US; you can contact the main corporate office by phone at . Explore Bagby Wealth Management's company overview page for more information.

What is Bagby Wealth Management's most common email format?

Minus sign iconPlus sign icon
Bagby Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bagby Wealth Management email formats with LeadIQ.

How many employees does Bagby Wealth Management have currently?

Minus sign iconPlus sign icon
Bagby Wealth Management has approximately 4 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Bagby Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2025, Bagby Wealth Management's key employees include:

  • Chief Financial Officer: C. B.
  • Director Of Marketing: M. S.
  • Investment Consultant: J. M. B.
  • Financial Paraplanner Qualified Professional 2007-Present/Investment Advisor: R. H.
  • Investment Assistant: C. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.