Excel Wealth Management, LLC Employee Directory

Q: What is Excel Wealth Management, LLC known for?

Excel Wealth Management, LLC was founded in 2008. Excel Wealth Management, LLC operates in the Financial Services industry.

Q: How many employees does Excel Wealth Management, LLC have currently?

Excel Wealth Management, LLC has approximately 11 employees.

Financial ServicesUnited States11-50 Employees

Excel Wealth Management is a comprehensive registered investment advisory firm, committed to helping our clients improve their longterm financial independence. Our customized programs are designed to grow, preserve, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

Find Excel Wealth Management, LLC employees' phone numbers or email addresses

Excel Wealth Management, LLC Global Highlights

North America
9

United States Of America
9

Africa
1

South Africa
1

Excel Wealth Management, LLC's Leadership

J. R. A.
Chief Operating Officer
Mobile Phone
Email
E. B.
President/Chief Investment Officer
Mobile Phone
Email
P. H.
Financial Consultant
Mobile Phone
Email
D. P.
Financial Advisor
Mobile Phone
Email

Contact profiles from Excel Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

E. B.
President/Chief Investment Officer
Mobile Phone
Email
United States
Sep 19, 2025
J. R. A.
Chief Operating Officer
Mobile Phone
Email
United StatesConnecticut
Oct 27, 2025
P. H.
Financial Consultant
Mobile Phone
Email
United StatesConnecticut
Oct 26, 2025
D. P.
Financial Advisor
Mobile Phone
Email
United StatesNorth Carolina
Apr 25, 2025

Frequently Asked Questions

What is Excel Wealth Management, LLC known for?

Excel Wealth Management, LLC was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 2139 Silas Deane Highway, Suite 207 Rocky Hill, Connecticut 06067, US; you can contact the main corporate office by phone at

+1-860-558-****

. Explore Excel Wealth Management, LLC's company overview page for more information.

What is Excel Wealth Management, LLC's most common email format?

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

How many employees does Excel Wealth Management, LLC have currently?

Excel Wealth Management, LLC has approximately 11 employees as of October 2025. These team members are located across 2 continents, including North AmericaAfrica.

Who are Excel Wealth Management, LLC's key employees and leadership?

As of October 2025, Excel Wealth Management, LLC's key employees include:

Chief Operating Officer: J. R. A.
President/Chief Investment Officer: E. B.
Financial Consultant: P. H.
Financial Advisor: D. P.

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