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Liberty Wealth Advisors Employee Directory

Investment ManagementConnecticut, United States2-10 Employees

Liberty Wealth Advisors is an independent firm providing financial planning and investment management services to individuals and businesses from its base in Stamford, Connecticut. For about 25 years, its team has delivered tailored planning and investment guidance to clients across the United States. Positioning itself as an independent advisor within the investment management landscape, the firm focuses on delivering personalized recommendations rather than selling a single product lineup.

In 2024, Annette VanderLinde was promoted to President, a leadership change announced publicly in industry coverage. The organization operates with a small professional team and serves a national client base.

Find Liberty Wealth Advisors employees' phone numbers or email addresses

Liberty Wealth Advisors Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Africa
1

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  • South Africa
    1

Liberty Wealth Advisors's Leadership

  • Stylized image of a person
    A. V.
    Chief Marketing Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. P.
    Director Of Wealth Planning
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. B.
    Wealth Planning Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. P.
    Office Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. S.
    Client Service Representative
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. S.
    Executive Assistant
    Phone icon
    Mobile Phone

Liberty Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Liberty Wealth Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. V.
    Chief Marketing Officer
    Phone icon
    Mobile Phone
    United StatesMichigan
    Jul 23, 2024
  • Stylized image of a person
    M. P.
    Director Of Wealth Planning
    Phone icon
    Mobile Phone
    UNITED STATES
    Apr 16, 2024
  • Stylized image of a person
    S. B.
    Wealth Planning Director
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 16, 2024
  • Stylized image of a person
    M. P.
    Office Manager
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Sep 13, 2024
  • Stylized image of a person
    E. S.
    Client Service Representative
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Feb 19, 2026
  • Stylized image of a person
    A. S.
    Executive Assistant
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Apr 15, 2026

Frequently Asked Questions

What is Liberty Wealth Advisors known for?

Minus sign iconPlus sign iconLiberty Wealth Advisors operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-203-323-****
. Explore Liberty Wealth Advisors's company overview page for more information.

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

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

How many employees does Liberty Wealth Advisors have currently?

Minus sign iconPlus sign iconLiberty Wealth Advisors has approximately 7 employees as of July 2026. These team members are located across 2 continents, including North AmericaAfrica.

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

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

  • Chief Marketing Officer: A. V.
  • Director Of Wealth Planning: M. P.
  • Wealth Planning Director: S. B.
  • Office Manager: M. P.
  • Client Service Representative: E. S.

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