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Executive Planners Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Executive Planners operates in the financial services sector, providing professional services from its office in Brevard, North Carolina. With a small team, the firm delivers specialized financial support to its clients, aiming to address their planning needs through tailored services within the industry. The company’s location places it in the Brevard area of North Carolina, and it is positioned as a local provider offering financial expertise rather than a large-scale enterprise. While detailed service specifics aren’t provided, the description indicates a focus on financial planning and related services for a regional client base. A recent development note is not included in the available information beyond the stated office location.

Find Executive Planners employees' phone numbers or email addresses

Executive Planners Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Africa
1

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  • Nigeria
    1

Executive Planners's Leadership

  • Personal Lines Manager at Executive Planners
    C. J.
    Personal Lines Manager
  • Office Manager at Executive Planners
    L. N.
    Office Manager
  • Wealth Management Advisor at Executive Planners
    J. L.
    Wealth Management Advisor
  • Insurance Broker at Executive Planners
    B. J.
    Insurance Broker

Executive Planners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Executive Planners

Name
Title
Contact
Location
Last Update
  • Personal Lines Manager at Executive Planners
    C. J.
    Personal Lines Manager
    United States, New York
    May 30, 2026
  • Office Manager at Executive Planners
    L. N.
    Office Manager
    United States, North Carolina
    May 20, 2025
  • Wealth Management Advisor at Executive Planners
    J. L.
    Wealth Management Advisor
    United States, North Carolina
    Jun 08, 2026
  • Insurance Broker at Executive Planners
    B. J.
    Insurance Broker
    United States, New York
    Feb 18, 2026

Frequently Asked Questions

What is Executive Planners known for?

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Executive Planners was founded in 2002 and operates in the Financial Services industry. Explore Executive Planners's company overview page for more information.

What is Executive Planners's most common email format?

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Executive Planners employees' email format typically follows the pattern of First@executiveplannersnc.com. Trying to find reliable and up-to-date employee contact data? Find more Executive Planners email formats with LeadIQ.

How many employees does Executive Planners have currently?

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Executive Planners has approximately 8 employees as of September 2026. These team members are located across 2 continents, including North America and Africa.

Who are Executive Planners's key employees and leadership?

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As of September 2026, Executive Planners's key employees include:

  • Personal Lines Manager: C. J.
  • Office Manager: L. N.
  • Wealth Management Advisor: J. L.
  • Insurance Broker: B. J.

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