Bannerman Wealth Employee Directory

Investment ManagementTexas, United States2-10 Employees

Bannerman Wealth is a premier, full service, wealth management firm that specializes in working with individuals and small business owners. Our team helps families transition from the accumulation stage to the distribution stage of their financial lives

Find Bannerman Wealth employees' phone numbers or email addresses

Bannerman Wealth Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Bannerman Wealth's Leadership

  • Stylized image of a person
    J. B.
    Certified Financial Planner - Founder & Managing Partner
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  • Stylized image of a person
    J. G.
    Director Of Financial Planning
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  • Stylized image of a person
    J. A.
    Practice Manager
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Contact profiles from Bannerman Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. B.
    Certified Financial Planner - Founder & Managing Partner
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    Nov 16, 2025
  • Stylized image of a person
    J. G.
    Director Of Financial Planning
    Phone icon
    United StatesTexas
    Nov 12, 2025
  • Stylized image of a person
    J. A.
    Practice Manager
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is Bannerman Wealth known for?

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Bannerman Wealth was founded in 2009 operates in the Investment Management industry. The company's main headquarters is located in 2560 King Arthur Boulevard, Suite 124-46; you can contact the main corporate office by phone at . Explore Bannerman Wealth's company overview page for more information.

What is Bannerman Wealth's most common email format?

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

How many employees does Bannerman Wealth have currently?

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Bannerman Wealth has approximately 5 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Bannerman Wealth's key employees and leadership?

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As of December 2025, Bannerman Wealth's key employees include:

  • Certified Financial Planner - Founder & Managing Partner: J. B.
  • Director Of Financial Planning: J. G.
  • Practice Manager: J. A.

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