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Hilltop Wealth Advisors Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Hilltop Wealth Advisors is a financial services firm based in Chapel Hill, North Carolina, offering financial planning and investment guidance aimed at helping clients pursue clear goals with confidence. The firm emphasizes teamwork and a process-driven approach to keep clients informed about their current position and future options, supporting individuals as they seek to achieve long-term objectives and make well-considered decisions. Hilltop Wealth Advisors, LLC operates as a registered investment adviser, providing information and disclosures about investments and third-party content in its communications. In addition to its core advisory services, the firm introduced Ascend, a financial planning and investment service targeted at young professionals, marking a recent development in its service offerings.

Find Hilltop Wealth Advisors employees' phone numbers or email addresses

Hilltop Wealth Advisors Global Highlights

Location
Employees

North America
31

Minus sign iconPlus sign icon
  • United States Of America
    31

Hilltop Wealth Advisors's Leadership

  • Stylized image of a person
    B. Y.
    Chief Executive Officer
    Mobile Phone
  • Stylized image of a person
    D. S.
    Principal Owner
    Mobile Phone
  • Stylized image of a person
    C. S.
    Director, Operations
    Mobile Phone
  • Stylized image of a person
    D. W.
    Financial Advisor
    Mobile Phone

Hilltop Wealth Advisors Employee Metrics

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

Contact profiles from Hilltop Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. Y.
    Chief Executive Officer
    Mobile Phone
    Jun 04, 2026
  • Stylized image of a person
    D. S.
    Principal Owner
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    C. S.
    Director, Operations
    Mobile Phone
    Aug 26, 2024
  • Stylized image of a person
    D. W.
    Financial Advisor
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Hilltop Wealth Advisors known for?

Minus sign iconPlus sign iconHilltop Wealth Advisors operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-919-401-****
. Explore Hilltop Wealth Advisors's company overview page for more information.

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

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

How many employees does Hilltop Wealth Advisors have currently?

Minus sign iconPlus sign iconHilltop Wealth Advisors has approximately 18 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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

  • Chief Executive Officer: B. Y.
  • Principal Owner: D. S.
  • Director, Operations: C. S.
  • Financial Advisor: D. W.

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