Equanimity Wealth Management Employee Directory

Financial ServicesMichigan, United States2-10 Employees

Built on the unique strengths of its founding members, James C. Trebilcock and Scott M. Danek, CFP® (www.linkedin.com/in/scottdanek) the firm serves the financial needs of both corporate and individual clients.

Our Corporate Services include:  Retirement Plans and Executive Plans.

Our Personal Services include: Fee-based planning services, investment advice, offered portfolio management, retirement cash-flow modeling, and personal insurances.

Our focus is your unique journey.  Equanimity....find yours.
------------------------------------------------------------------------------------------------------------
Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks and have not been reviewed by Cetera Advisor Networks as to accuracy or completeness.

Find Equanimity Wealth Management employees' phone numbers or email addresses

Equanimity Wealth Management Global Highlights

North America
13

United States Of America
13

Equanimity Wealth Management's Leadership

S. M. D.
Owner
Mobile Phone
Email
K. S.
Managing Director
Mobile Phone
Email
A. B.
Client Relationship Manager
Mobile Phone
Email
A. B.
Operations Intern
Mobile Phone
Email
C. S.
Wealth Advisor
Mobile Phone
Email
C. B.
Qp Client Service Associate
Mobile Phone
Email
C. B.
Qualified Plan Client Service Associate
Mobile Phone
Email
K. M.
Intern
Mobile Phone
Email

Contact profiles from Equanimity Wealth Management

Name

Title

Contact Info

Location

Last Update

S. M. D.
Owner
Mobile Phone
Email
United StatesMichigan
Sep 17, 2024
K. S.
Managing Director
Mobile Phone
Email
Oct 17, 2024
A. B.
Client Relationship Manager
Mobile Phone
Email
United StatesMichigan
Dec 01, 2024
A. B.
Operations Intern
Mobile Phone
Email
United StatesMichigan
Oct 22, 2024
C. S.
Wealth Advisor
Mobile Phone
Email
United StatesMichigan
Oct 23, 2024
C. B.
Qp Client Service Associate
Mobile Phone
Email
United StatesMichigan
Jul 07, 2024
C. B.
Qualified Plan Client Service Associate
Mobile Phone
Email
United StatesMichigan
Sep 19, 2024
K. M.
Intern
Mobile Phone
Email
United StatesMichigan
Oct 21, 2024

Frequently Asked Questions

What is Equanimity Wealth Management known for?

Equanimity Wealth Management was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 4650 Moore St Okemos, MI 48864 US; you can contact the main corporate office by phone at

+1-517-324-****

. Explore Equanimity Wealth Management's company overview page for more information.

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

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

How many employees does Equanimity Wealth Management have currently?

Equanimity Wealth Management has approximately 4 employees as of October 2021. These team members are located across 1 continents, including North America.

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

As of October 2021, Equanimity Wealth Management's key employees include:

Owner: S. M. D.
Managing Director: K. S.
Client Relationship Manager: A. B.
Operations Intern: A. B.
Wealth Advisor: C. 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