What departments does Liberty Wealth Advisors have?

Liberty Wealth Advisors has employees across 2 departments including Marketing, Administrative.

What is the largest department at Liberty Wealth Advisors?

The largest department at Liberty Wealth Advisors is Marketing with 1 employees.

Where are Liberty Wealth Advisors employees located globally?

Liberty Wealth Advisors has employees across 2 continents and 2 countries including South Africa, United States Of America.

How has Liberty Wealth Advisors's team size changed over time?

Liberty Wealth Advisors's team has remained stable from approximately 4 to 4 employees based on available data.

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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.

Liberty Wealth Advisors Global Highlights

North America
7

United States Of America
7

Africa
1

South Africa
1

Liberty Wealth Advisors's Leadership

A. V.
Chief Marketing Officer
Mobile Phone
Email
M. P.
Director Of Wealth Planning
Mobile Phone
Email
S. B.
Wealth Planning Director
Mobile Phone
Email
M. P.
Office Manager
Mobile Phone
Email
E. S.
Client Service Representative
Mobile Phone
Email
A. S.
Executive Assistant
Mobile Phone
Email

Liberty Wealth Advisors Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Other

Contact profiles from Liberty Wealth Advisors

Name

Title

Contact

Location

Last Update

A. V.
Chief Marketing Officer
Mobile Phone
Email
United States, Michigan
Jul 23, 2024
M. P.
Director Of Wealth Planning
Mobile Phone
Email
UNITED STATES
Apr 16, 2024
S. B.
Wealth Planning Director
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
M. P.
Office Manager
Mobile Phone
Email
United States, Connecticut
Sep 13, 2024
E. S.
Client Service Representative
Mobile Phone
Email
United States, Connecticut
Feb 19, 2026
A. S.
Executive Assistant
Mobile Phone
Email
United States, Connecticut
Apr 15, 2026

Frequently Asked Questions

What is Liberty Wealth Advisors known for?

Liberty Wealth Advisors operates in the Investment Management industry. You can contact Liberty Wealth Advisors's 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?

Liberty Wealth Advisors employees' email format typically follows the pattern of FLast@libertywealthadvisors.com. 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?

Liberty Wealth Advisors has approximately 7 employees as of July 2026. These team members are located across 2 continents, including North America and Africa.

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

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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Liberty Wealth Advisors Employee Directory

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