LeadIQ logo
Learn more at LeadIQ.com

Lifestyle Freedom Advisory Group, LLC Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Lifestyle Freedom Advisory Group, LLC is a financial services firm based in Sarasota, Florida. It provides advisory services as a Florida-registered Investment Advisor, and offers insurance products and services through its affiliated Lifestyle Freedom Safe Harbor, LLC. Through its partners and subsidiaries, the company operates a Virtual Family Office to support wealth management for its clients. The firm emphasizes aligning wealth management with clients' life objectives using its process, expertise, and a team of strategic partners, and it states that it is not affiliated with or endorsed by the Social Security Administration or any government agency. The organization has a small workforce of 2 to 10 employees and reported revenue in the range of $10 million to $25 million.

Find Lifestyle Freedom Advisory Group, LLC employees' phone numbers or email addresses

Lifestyle Freedom Advisory Group, LLC Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Lifestyle Freedom Advisory Group, LLC's Leadership

  • Stylized image of a person
    M. B.
    Owner/Cfp®
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. F.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. F.
    Client Service Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. S.
    Client Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. P.
    Member
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. D.
    Investment Adviser Representative/Managing Member
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. D.
    Operations Associate/Investment Advisor Representative
    Phone icon
    Mobile Phone

Lifestyle Freedom Advisory Group, LLC Employee Metrics

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

Contact profiles from Lifestyle Freedom Advisory Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. B.
    Owner/Cfp®
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Jun 08, 2026
  • Stylized image of a person
    D. F.
    Partner
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    B. F.
    Client Service Manager
    Phone icon
    Mobile Phone
    May 29, 2026
  • Stylized image of a person
    N. S.
    Client Relationship Manager
    Phone icon
    Mobile Phone
    United StatesRhode Island
    Apr 15, 2026
  • Stylized image of a person
    M. P.
    Member
    Phone icon
    Mobile Phone
    May 05, 2026
  • Stylized image of a person
    J. D.
    Investment Adviser Representative/Managing Member
    Phone icon
    Mobile Phone
    United StatesFlorida
    Jun 08, 2026
  • Stylized image of a person
    K. D.
    Operations Associate/Investment Advisor Representative
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 08, 2026

Frequently Asked Questions

What is Lifestyle Freedom Advisory Group, LLC known for?

Minus sign iconPlus sign iconLifestyle Freedom Advisory Group, LLC was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in Sarasota, Florida 34240 United States; you can contact the main corporate office by phone at
+1-800-301-****
. Explore Lifestyle Freedom Advisory Group, LLC's company overview page for more information.

What is Lifestyle Freedom Advisory Group, LLC's most common email format?

Minus sign iconPlus sign iconLifestyle Freedom Advisory Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lifestyle Freedom Advisory Group, LLC email formats with LeadIQ.

How many employees does Lifestyle Freedom Advisory Group, LLC have currently?

Minus sign iconPlus sign iconLifestyle Freedom Advisory Group, LLC has approximately 10 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Lifestyle Freedom Advisory Group, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, Lifestyle Freedom Advisory Group, LLC's key employees include:

  • Owner/Cfp®: M. B.
  • Partner: D. F.
  • Client Service Manager: B. F.
  • Client Relationship Manager: N. S.
  • Member: M. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.