What departments does Marble Trail Financial have?

Marble Trail Financial has employees across 5 departments including Operations, Customer Success, Consultant, Administrative, Banking.

What is the largest department at Marble Trail Financial?

The largest department at Marble Trail Financial is Operations with 1 employees.

Where are Marble Trail Financial employees located globally?

Marble Trail Financial has employees across 1 continents and 1 countries including United States Of America.

How has Marble Trail Financial's team size changed over time?

Marble Trail Financial's team has decreased from approximately 11 to 8 employees based on available data.

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Marble Trail Financial Employee Directory

Financial ServicesVermont, United States2-10 Employees

Marble Trail Financial operates in the financial services sector, offering services related to financial planning, investment management, taxes, and business accounting. The firm emphasizes trust and reliability as core values, aiming to provide clients with a known and dependable service provider for their financial needs.

Based in Middlebury, Vermont, Marble Trail Financial appears to serve individuals and small businesses seeking assistance across planning, tax, and accounting disciplines. With a small team, the company positions itself as a local resource that can support clients in coordinating across multiple financial domains, potentially addressing a range of everyday financial management challenges.

Marble Trail Financial Global Highlights

North America
16

United States Of America
16

Marble Trail Financial's Leadership

S. B.
Director Of Trade Operations
Mobile Phone
Email
S. W.
Client Services Manager
Mobile Phone
Email
L. M.
Senior Wealth Advisor
Mobile Phone
Email
K. L.
Office Administrator
Mobile Phone
Email
M. M.
Financial Advisor
Mobile Phone
Email

Marble Trail Financial Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Community & Social Services
Human Resources
Other

Contact profiles from Marble Trail Financial

Name

Title

Contact

Location

Last Update

S. B.
Director Of Trade Operations
Mobile Phone
Email
Apr 15, 2025
S. W.
Client Services Manager
Mobile Phone
Email
Oct 16, 2024
L. M.
Senior Wealth Advisor
Mobile Phone
Email
Apr 15, 2025
K. L.
Office Administrator
Mobile Phone
Email
Oct 22, 2024
M. M.
Financial Advisor
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Marble Trail Financial known for?

Marble Trail Financial operates in the Financial Services industry. Explore Marble Trail Financial's company overview page for more information.

What is Marble Trail Financial's most common email format?

Marble Trail Financial employees' email format typically follows the pattern of First@marbletrail.com. Trying to find reliable and up-to-date employee contact data? Find more Marble Trail Financial email formats with LeadIQ.

How many employees does Marble Trail Financial have currently?

Marble Trail Financial has approximately 7 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Marble Trail Financial's key employees and leadership?

As of August 2026, Marble Trail Financial's key employees include:

Director Of Trade Operations: S. B.
Client Services Manager: S. W.
Senior Wealth Advisor: L. M.
Office Administrator: K. L.
Financial Advisor: M. M.

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Marble Trail Financial Employee Directory

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