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Finley Wealth Advisors Employee Directory

Investment ManagementFlorida, United States2-10 Employees

Finley Wealth Advisors has about 2 employees, all of them in North America. Business and Legal make up over half of the profiles with a known department. Finley Wealth Advisors's workforce fell 33% between January 2026 and November 2026.

Find Finley Wealth Advisors employees' phone numbers or email addresses

Finley Wealth Advisors Global Highlights

Location
Employees

North America
2

Minus sign iconPlus sign icon
  • United States Of America
    2

Finley Wealth Advisors's Leadership

  • Chief Compliance Officer at Finley Wealth Advisors
    J. C.
    Chief Compliance Officer
    Mobile Phone
  • President at Finley Wealth Advisors
    D. F.
    President
    Mobile Phone

Finley Wealth Advisors Employee Metrics

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

Business is the largest department at 50% of profiles with a known department, up from 33% in January 2026, followed by Legal (50%, up from 33%).

Contact profiles from Finley Wealth Advisors

Name
Title
Contact
Location
Last Update
  • President at Finley Wealth Advisors
    D. F.
    President
    Mobile Phone
    United States, Florida
    Jun 08, 2026
  • Chief Compliance Officer at Finley Wealth Advisors
    J. C.
    Chief Compliance Officer
    Mobile Phone
    United States, Florida
    Nov 16, 2025

Frequently Asked Questions

What are the largest departments at Finley Wealth Advisors?

Minus sign iconPlus sign iconBusiness is the largest department at 50% of profiles with a known department, up from 33% in January 2026, followed by Legal (50%, up from 33%).

How has Finley Wealth Advisors's workforce changed over the past year?

Minus sign iconPlus sign iconFinley Wealth Advisors's workforce fell 33% between January 2026 and November 2026. Business's share of profiles with a known department rose from 33% to 50%.

How many employees does Finley Wealth Advisors have currently?

Minus sign iconPlus sign iconFinley Wealth Advisors has approximately 2 employees as of November 2026. These team members are located across 1 continents, including North America.

Who are Finley Wealth Advisors's key employees and leadership?

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As of November 2026, Finley Wealth Advisors's key employees include:

  • Chief Compliance Officer: J. C.
  • President: D. F.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Finley Wealth Advisors's most common email format?

Minus sign iconPlus sign iconFinley Wealth Advisors employees' email format typically follows the pattern of First@mywealthadvisor.com. Trying to find reliable and up-to-date employee contact data? Find more Finley Wealth Advisors email formats with LeadIQ.

What is Finley Wealth Advisors known for?

Minus sign iconPlus sign iconFinley Wealth Advisors was founded in 2006 and operates in the Investment Management industry. You can contact Finley Wealth Advisors's main corporate office by phone at
+1-239-267-****
. Explore Finley Wealth Advisors's company overview page for more information.

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