What departments does FirstWave Financial have?

FirstWave Financial has employees across 3 departments including Business, Finance, Marketing.

What is the largest department at FirstWave Financial?

The largest department at FirstWave Financial is Finance with 2 employees.

Where are FirstWave Financial employees located globally?

FirstWave Financial has employees across 1 continents and 1 countries including United States Of America.

How has FirstWave Financial's team size changed over time?

FirstWave Financial's team has remained stable from approximately 8 to 8 employees based on available data.

FirstWave Financial Employee Directory

Financial ServicesFlorida, United States11-50 Employees

FirstWave Financial operates in the financial services sector, offering a structured approach to wealth management that aims to ensure financial decisions reinforce one another. Based in Satellite Beach, Florida, the firm emphasizes guidance through investing, retirement planning, asset protection, and estate considerations, seeking to reduce complexity and anxiety for clients. Its team, described as WealthCoaches, leverages extensive industry experience to help clients develop, implement, monitor, and adjust personalized wealth blueprints. The company targets individuals seeking integrated, long‑term financial planning, aiming to align various facets of their finances with their future goals. A recent development noted is the acquisition of FirstWave Financial by Savant Wealth Management, broadening Savant’s footprint in Florida.

FirstWave Financial Global Highlights

North America
8

United States Of America
8

FirstWave Financial's Leadership

N. J.
Business Manager
Mobile Phone
Email
L. C.
Client Service Manager
Mobile Phone
Email
R. D.
Wealth Coach
Mobile Phone
Email
M. S.
Certified Financial Planner™
Mobile Phone
Email
T. E.
Portfolio Administration Associate & Associate Trader
Mobile Phone
Email
B. S.
Administrative Assistant And Marketing Coordinator
Mobile Phone
Email

FirstWave Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from FirstWave Financial

Name

Title

Contact

Location

Last Update

N. J.
Business Manager
Mobile Phone
Email
United StatesFlorida
May 29, 2026
L. C.
Client Service Manager
Mobile Phone
Email
United StatesFlorida
May 29, 2026
R. D.
Wealth Coach
Mobile Phone
Email
United StatesFlorida
Jun 29, 2026
M. S.
Certified Financial Planner™
Mobile Phone
Email
United StatesFlorida
Jun 08, 2026
T. E.
Portfolio Administration Associate & Associate Trader
Mobile Phone
Email
United StatesFlorida
Mar 24, 2026
B. S.
Administrative Assistant And Marketing Coordinator
Mobile Phone
Email
United StatesFlorida
Sep 18, 2024

Frequently Asked Questions

What is FirstWave Financial known for?

FirstWave Financial was founded in 1995 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-321-773-****

. Explore FirstWave Financial's company overview page for more information.

What is FirstWave Financial's most common email format?

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

How many employees does FirstWave Financial have currently?

FirstWave Financial has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are FirstWave Financial's key employees and leadership?

As of July 2026, FirstWave Financial's key employees include:

Business Manager: N. J.
Client Service Manager: L. C.
Wealth Coach: R. D.
Certified Financial Planner™: M. S.
Portfolio Administration Associate & Associate Trader: T. E.

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

FirstWave Financial Employee Directory

Find FirstWave Financial employees' phone numbers or email addresses

Name search is limited — try advanced search instead