What departments does Blue Ridge Wealth Planners have?

Blue Ridge Wealth Planners has employees across 2 departments including Operations, Finance.

What is the largest department at Blue Ridge Wealth Planners?

The largest department at Blue Ridge Wealth Planners is Operations with 1 employees.

Where are Blue Ridge Wealth Planners employees located globally?

Blue Ridge Wealth Planners has employees across 1 continents and 1 countries including United States Of America.

How has Blue Ridge Wealth Planners's team size changed over time?

Blue Ridge Wealth Planners's team has grown from approximately 14 to 16 employees based on available data.

Learn more at LeadIQ.com

Blue Ridge Wealth Planners Employee Directory

Financial ServicesTennessee, United States11-50 Employees

Blue Ridge Wealth Planners is a financial services firm based in Knoxville, East Tennessee. It provides investment advisory services through its SEC-registered adviser, a structure whose registration does not guarantee a particular level of skill. Its stated mission is to support retirees and pre-retirees in East Tennessee and beyond in pursuing financially confident and fulfilling lifestyles.

A notable development in May 2024 involved a reported acquisition related to the firm and TSC 401K. The organization operates as a small to mid-sized advisory practice serving individuals seeking retirement guidance.

Blue Ridge Wealth Planners Global Highlights

North America
18

United States Of America
18

Blue Ridge Wealth Planners's Leadership

B. F.
Managing Director
Mobile Phone
Email
J. H.
Portfolio Manager
Mobile Phone
Email
Z. H.
Portfolio Manager
Mobile Phone
Email
H. C.
Associate Wealth Planner
Mobile Phone
Email
M. S.
Wealth Coordinator
Mobile Phone
Email
J. M.
Wealth Planner
Mobile Phone
Email
O. M.
Executive Assistant
Mobile Phone
Email
J. L.
Wealth Coordinator
Mobile Phone
Email

Blue Ridge Wealth Planners Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Education
Finance
Sales
Other
Accounting

Contact profiles from Blue Ridge Wealth Planners

Name

Title

Contact Info

Location

Last Update

B. F.
Wealth Planner
Mobile Phone
Email
United StatesTennessee
Oct 16, 2024
J. B.
Client Relations
Mobile Phone
Email
Oct 22, 2024
J. V.
Investment Advisor Representative
Mobile Phone
Email
Oct 22, 2025

Frequently Asked Questions

What is Blue Ridge Wealth Planners known for?

Blue Ridge Wealth Planners was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 9725 Cogdill Road Suite 101 Knoxville, Tennessee 37932 United States; you can contact the main corporate office by phone at

+1-865-392-****

. Explore Blue Ridge Wealth Planners's company overview page for more information.

What is Blue Ridge Wealth Planners's most common email format?

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

How many employees does Blue Ridge Wealth Planners have currently?

Blue Ridge Wealth Planners has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Blue Ridge Wealth Planners's key employees and leadership?

As of February 2026, Blue Ridge Wealth Planners's key employees include:

Managing Director: B. F.
Portfolio Manager: J. H.
Portfolio Manager: Z. H.
Associate Wealth Planner: H. C.
Wealth Coordinator: M. S.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

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.

Blue Ridge Wealth Planners Employee Directory

Find Blue Ridge Wealth Planners employees' phone numbers or email addresses

Name search is limited — try advanced search instead