Liberty Wealth Advisors Employee Directory

Investment ManagementConnecticut, United States2-10 Employees

Liberty Wealth Advisors is an independent financial planning and investment management company based in Stamford, CT that serves both individuals and businesses. Our team of investment professionals has been providing personalized financial planning and investment advice to clients nationally for 25 years.

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
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  • Stylized image of a person
    M. P.
    Director Of Wealth Planning
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  • Stylized image of a person
    S. B.
    Wealth Planning Director
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  • Stylized image of a person
    M. P.
    Office Manager
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  • Stylized image of a person
    E. S.
    Client Service Representative
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  • Stylized image of a person
    A. S.
    Executive Assistant
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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
    United StatesMichigan
    Jul 23, 2024
  • Stylized image of a person
    M. P.
    Director Of Wealth Planning
    Phone icon
    UNITED STATES
    Aug 06, 2024
  • Stylized image of a person
    S. B.
    Wealth Planning Director
    Phone icon
    UNITED STATES
    Oct 16, 2024
  • Stylized image of a person
    M. P.
    Office Manager
    Phone icon
    United StatesConnecticut
    Sep 13, 2024
  • Stylized image of a person
    E. S.
    Client Service Representative
    Phone icon
    United StatesConnecticut
    Oct 14, 2025
  • Stylized image of a person
    A. S.
    Executive Assistant
    Phone icon
    United StatesConnecticut
    Oct 23, 2025

Frequently Asked Questions

What is Liberty Wealth Advisors known for?

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Liberty Wealth Advisors operates in the Investment Management industry. The company's main headquarters is located in 707 Summer Street, 4th Floor; you can contact the main corporate office by phone at . Explore Liberty Wealth Advisors's company overview page for more information.

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

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Liberty 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?

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Liberty Wealth Advisors has approximately 7 employees as of December 2025. 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 December 2025, 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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