PIVOT Wealth & Insurance Strategies, LLC Employee Directory

Consumer ServicesTexas, United States2-10 Employees

Life is a series of pivots; both big and small. PIVOT Wealth & Insurance Strategies, LLC helps you make the pivotal changes in your financial, protection & investment strategies to safeguard you, your family, your business & help you plan for, enjoy & preserve a secure retirement.

Rebecca Gorrell, with PIVOT Wealth & Insurance Strategies, provides quality financial strategies, insurance, financial services, & employee benefits to businesses & individuals. The company offers a variety of products that can help you meet a number of insurance & financial needs, including, but not limited to life insurance, retirement savings, managing costs for extended periods of care & lifetime income strategies.

Rebecca Gorrell is licensed to sell insurance through New York Life Insurance Company & may be licensed with various other independent unaffiliated insurance companies.
Rebecca Gorrell is also a Registered Representative of & offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, & a New York Life Company.

Rebecca Gorrell is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, & A New York Life Company.

Centralized Contact/Mailing:
8000 IH 10 W #800
San Antonio TX 78238
Toll Free: 877-44-PIVOT

Rebecca Gorrell is not licensed in all jurisdictions. AR License #9082126, CA License # 0I36854

Neither PIVOT nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

PIVOT Wealth & Insurance Strategies is not owned or operated by New York Life Insurance Company or its affiliates.

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

Find PIVOT Wealth & Insurance Strategies, LLC employees' phone numbers or email addresses

PIVOT Wealth & Insurance Strategies, LLC Global Highlights

North America
2

United States Of America
2

PIVOT Wealth & Insurance Strategies, LLC's Leadership

T. S.
Chief Marketing And Operations Officer
Mobile Phone
Email
C. U.
Founder & Wealth Manager
Mobile Phone
Email

Contact profiles from PIVOT Wealth & Insurance Strategies, LLC

Name

Title

Contact Info

Location

Last Update

C. U.
Founder & Wealth Manager
Mobile Phone
Email
United StatesIowa
Oct 22, 2025
T. S.
Chief Marketing And Operations Officer
Mobile Phone
Email
Jul 17, 2025

Frequently Asked Questions

What is PIVOT Wealth & Insurance Strategies, LLC known for?

PIVOT Wealth & Insurance Strategies, LLC was founded in 2006 operates in the Consumer Services industry. The company's main headquarters is located in 8000 Interstate Highway 10 West, Suite 800; you can contact the main corporate office by phone at

+1-913-661-****

. Explore PIVOT Wealth & Insurance Strategies, LLC's company overview page for more information.

What is PIVOT Wealth & Insurance Strategies, LLC's most common email format?

PIVOT Wealth & Insurance Strategies, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PIVOT Wealth & Insurance Strategies, LLC email formats with LeadIQ.

How many employees does PIVOT Wealth & Insurance Strategies, LLC have currently?

PIVOT Wealth & Insurance Strategies, LLC has approximately 2 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are PIVOT Wealth & Insurance Strategies, LLC's key employees and leadership?

As of December 2025, PIVOT Wealth & Insurance Strategies, LLC's key employees include:

Chief Marketing And Operations Officer: T. S.
Founder & Wealth Manager: C. U.

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