What departments does EverSource Wealth Advisors® have?

EverSource Wealth Advisors® has employees across 4 departments including Finance, Business Development, Banking, Consultant.

What is the largest department at EverSource Wealth Advisors®?

The largest department at EverSource Wealth Advisors® is Finance with 1 employees.

Where are EverSource Wealth Advisors® employees located globally?

EverSource Wealth Advisors® has employees across 1 continents and 1 countries including United States Of America.

How has EverSource Wealth Advisors®'s team size changed over time?

EverSource Wealth Advisors®'s team has grown from approximately 54 to 57 employees based on available data.

Learn more at LeadIQ.com

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.

EverSource Wealth Advisors® Global Highlights

North America
68

United States Of America
68

EverSource Wealth Advisors®'s Leadership

D. P. C. C.
Director Of Investments
Mobile Phone
Email
T. P.
Business Development Director
Mobile Phone
Email
C. J. R. B.
Senior Planning Advisor
Mobile Phone
Email
J. V.
Financial Advisor
Mobile Phone
Email
A. V.
Wealth Advisor
Mobile Phone
Email

EverSource Wealth Advisors® Employee Metrics

100%

50%

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

D. P. C. C.
Director Of Investments
Mobile Phone
Email
Oct 22, 2024
T. P.
Business Development Director
Mobile Phone
Email
Oct 21, 2024
C. J. R. B.
Senior Planning Advisor
Mobile Phone
Email
Oct 17, 2024
J. V.
Financial Advisor
Mobile Phone
Email
Apr 08, 2026
A. V.
Wealth Advisor
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is EverSource Wealth Advisors® known for?

EverSource Wealth Advisors® was founded in 2017 operates in the Financial Services industry. Explore EverSource Wealth Advisors®'s company overview page for more information.

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

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?

EverSource Wealth Advisors® has approximately 65 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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

Director Of Investments: D. P. C. C.
Business Development Director: T. P.
Senior Planning Advisor: C. J. R. B.
Financial Advisor: J. V.
Wealth Advisor: A. V.

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.

EverSource Wealth Advisors® Employee Directory

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

Name search is limited — try advanced search instead