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John Halterman and the Beacon Wealth Management Team logo

John Halterman and the Beacon Wealth Management Team Employee Directory

Financial ServicesWest Virginia, United States2-10 Employees

John Halterman and the Beacon Wealth Management Team operates in the financial services sector, offering personalized wealth guidance aimed at helping clients define and pursue long-term financial goals. Based in Bridgeport, West Virginia, the firm emphasizes a family-focused approach and authentic client relationships, listening and collaborating to tailor strategies that reflect individual needs, values, and aspirations. With a small team, the firm positions itself as providing a well-rounded, tailored financial planning experience designed to simplify complex decisions and support clients’ suasions toward a clearer financial future. Recent developments include recognition in the UK as a top advisory firm, reflecting notable industry acknowledgment beyond its local footprint.

Find John Halterman and the Beacon Wealth Management Team employees' phone numbers or email addresses

John Halterman and the Beacon Wealth Management Team Global Highlights

Location
Employees

North America
11

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  • United States Of America
    10
  • Canada
    1

John Halterman and the Beacon Wealth Management Team's Leadership

  • Owner at John Halterman and the Beacon Wealth Management Team
    J. H.
    Owner
    Mobile Phone
  • Director Of Operations & Technology at John Halterman and the Beacon Wealth Management Team
    K. S.
    Director Of Operations & Technology
    Mobile Phone
  • Senior Wealth Advisor - Client Support at John Halterman and the Beacon Wealth Management Team
    L. B.
    Senior Wealth Advisor - Client Support
    Mobile Phone
  • Relationship Coordinator at John Halterman and the Beacon Wealth Management Team
    H. B.
    Relationship Coordinator
    Mobile Phone
  • Communications Coordinator at John Halterman and the Beacon Wealth Management Team
    K. B.
    Communications Coordinator
    Mobile Phone

John Halterman and the Beacon Wealth Management Team Employee Metrics

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

Contact profiles from John Halterman and the Beacon Wealth Management Team

Name
Title
Contact
Location
Last Update
  • Owner at John Halterman and the Beacon Wealth Management Team
    J. H.
    Owner
    Mobile Phone
    Aug 05, 2026
  • Director Of Operations & Technology at John Halterman and the Beacon Wealth Management Team
    K. S.
    Director Of Operations & Technology
    Mobile Phone
    Oct 22, 2024
  • Senior Wealth Advisor - Client Support at John Halterman and the Beacon Wealth Management Team
    L. B.
    Senior Wealth Advisor - Client Support
    Mobile Phone
    Jun 27, 2026
  • Relationship Coordinator at John Halterman and the Beacon Wealth Management Team
    H. B.
    Relationship Coordinator
    Mobile Phone
    Oct 22, 2024
  • Communications Coordinator at John Halterman and the Beacon Wealth Management Team
    K. B.
    Communications Coordinator
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is John Halterman and the Beacon Wealth Management Team known for?

Minus sign iconPlus sign iconJohn Halterman and the Beacon Wealth Management Team was founded in 1994 and operates in the Financial Services industry. You can contact John Halterman and the Beacon Wealth Management Team's main corporate office by phone at
+1-304-626-****
. Explore John Halterman and the Beacon Wealth Management Team's company overview page for more information.

What is John Halterman and the Beacon Wealth Management Team's most common email format?

Minus sign iconPlus sign iconJohn Halterman and the Beacon Wealth Management Team employees' email format typically follows the pattern of FLast@bwmwv.com. Trying to find reliable and up-to-date employee contact data? Find more John Halterman and the Beacon Wealth Management Team email formats with LeadIQ.

How many employees does John Halterman and the Beacon Wealth Management Team have currently?

Minus sign iconPlus sign iconJohn Halterman and the Beacon Wealth Management Team has approximately 9 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are John Halterman and the Beacon Wealth Management Team's key employees and leadership?

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As of August 2026, John Halterman and the Beacon Wealth Management Team's key employees include:

  • Owner: J. H.
  • Director Of Operations & Technology: K. S.
  • Senior Wealth Advisor - Client Support: L. B.
  • Relationship Coordinator: H. B.
  • Communications Coordinator: K. B.

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