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Bagby Wealth Management Employee Directory

Financial ServicesMissouri, United States2-10 Employees

Bagby Wealth Management operates in the financial services sector, offering tailored investment guidance and wealth management to help clients build, protect, and utilize their assets. The firm emphasizes personalized service, clear communication, and a structured process that aims to align strategies with each client's goals, investment philosophy, and risk tolerance. Based in Dexter, Missouri, the company serves individuals seeking professional guidance on pursuing financial independence through strategic planning and ongoing advisory support. With a small professional team, Bagby Wealth Management positions itself as a local partner focused on understanding clients’ needs and delivering customized recommendations. The company’s approach centers on thoughtful recommendations and a careful, client-focused process designed to chart a course for clients’ futures.

Find Bagby Wealth Management employees' phone numbers or email addresses

Bagby Wealth Management Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

Bagby Wealth Management's Leadership

  • Stylized image of a person
    C. B.
    Chief Financial Officer
    Mobile Phone
  • Stylized image of a person
    M. M.
    Independent Consultant Assistant
    Mobile Phone
  • Stylized image of a person
    M. B.
    Investment Consultant
    Mobile Phone

Bagby Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other
  • Consultant

Contact profiles from Bagby Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. B.
    Chief Financial Officer
    Mobile Phone
    Jul 06, 2026
  • Stylized image of a person
    M. M.
    Independent Consultant Assistant
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    M. B.
    Investment Consultant
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Bagby Wealth Management known for?

Minus sign iconPlus sign iconBagby Wealth Management was founded in 1984 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-573-624-****
. 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 iconBagby 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 iconBagby Wealth Management has approximately 4 employees as of August 2026. 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 August 2026, Bagby Wealth Management's key employees include:

  • Chief Financial Officer: C. B.
  • Independent Consultant Assistant: M. M.
  • Investment Consultant: M. B.

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