EverSource Wealth Advisors® Employee Directory

Financial ServicesAlabama, United States51-200 Employees

EverSource Wealth Advisors is a mid-sized financial services firm based in Birmingham, Alabama, founded in 2017. It provides support to independent financial advisory practices, including practice management consulting, middle office support, and access to technology, with the aim of reducing the complexity of running a business. The firm serves individual advisors, advisory teams, independent RIAs, and CPA firms, helping them pursue autonomy in their practices and maintain focus on client service.

Its approach centers on enabling independence within a culture aligned with advisors' values, and it emphasizes a community of peers who are leaders in the industry. Investment advice is delivered through EverSource Wealth Advisors, a Registered Investment Advisor, and the company may conduct business only in states where it and its advisors are properly registered.

Find EverSource Wealth Advisors® employees' phone numbers or email addresses

EverSource Wealth Advisors® Global Highlights

Location
Employees

North America
70

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  • United States Of America
    70

EverSource Wealth Advisors®'s Leadership

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    A. A.
    Chief Operating Officer
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    S. W.
    President & Wealth Advisor
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    D. T.
    Managing Partner
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    R. W.
    Director Of Spiritual Integration
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    D. P. C. C.
    Director Of Investments
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    T. P.
    Business Development Director
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    K. E.
    Operations Manager With Reinhold Financial An Eversource Wealth Advisors Team
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    D. S.
    Operations Manager
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EverSource Wealth Advisors® Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Engineering
  • Finance
  • Program & Project Management
  • Other
  • Arts & Design

Contact profiles from EverSource Wealth Advisors®

Name
Title
Contact Info
Location
Last Update
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    D. T.
    Managing Partner
    Phone icon
    United StatesArizona
    Apr 16, 2026
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    S. W.
    President & Wealth Advisor
    Phone icon
    United StatesMichigan
    Apr 16, 2026
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    A. A.
    Chief Operating Officer
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    United StatesTennessee
    Apr 16, 2026
  • Stylized image of a person
    R. W.
    Director Of Spiritual Integration
    Phone icon
    United States
    Apr 16, 2026
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    D. P. C. C.
    Director Of Investments
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    Oct 22, 2024
  • Stylized image of a person
    T. P.
    Business Development Director
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    Oct 21, 2024
  • Stylized image of a person
    K. E.
    Operations Manager With Reinhold Financial An Eversource Wealth Advisors Team
    Phone icon
    United StatesFlorida
    Apr 08, 2026
  • Stylized image of a person
    D. S.
    Operations Manager
    Phone icon
    United StatesArizona
    Apr 08, 2026
  • Stylized image of a person
    J. D.
    Senior Financial Advisor
    Phone icon
    United StatesTennessee
    Apr 15, 2026
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    B. S.
    Senior Wealth Advisor
    Phone icon
    United StatesArizona
    Apr 14, 2026

Frequently Asked Questions

What is EverSource Wealth Advisors® known for?

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EverSource Wealth Advisors® was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 3500 Colonnade Parkway Suite 150 Birmingham, Alabama 35243 United States. Explore EverSource Wealth Advisors®'s company overview page for more information.

What is EverSource Wealth Advisors®'s most common email format?

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

How many employees does EverSource Wealth Advisors® have currently?

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EverSource Wealth Advisors® has approximately 64 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are EverSource Wealth Advisors®'s key employees and leadership?

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As of June 2026, EverSource Wealth Advisors®'s key employees include:

  • Chief Operating Officer: A. A.
  • President & Wealth Advisor: S. W.
  • Managing Partner: D. T.
  • Director Of Spiritual Integration: R. W.
  • Director Of Investments: D. P. C. C.

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