Postillion Wealth Management, LLC Employee Directory

Q: What is Postillion Wealth Management, LLC known for?

Postillion Wealth Management, LLC was founded in 2007. Postillion Wealth Management, LLC operates in the Investment Management industry.

Investment ManagementFlorida, United States11-50 Employees

Postillion Wealth Management, LLC was founded with the goal of assisting our clients in every aspect of their financial lives, with an approach that not only focuses on wealth management, but also on the significant effect of taxes on the accumulation and distribution of wealth.

We are a synergistic team of financial professionals, with diverse knowledge and skills, serving the wealth management needs of successful individuals, professionals, and independent business owners. 

We provide our clients with some of the most personal service available. Regular communication with our clients is a cornerstone of our commitment to keeping you informed and educated on the changing tax and estate laws, markets, and the economy.
 
Our Services Include:

    * Complete Managed Money & Investment Advisory Services (fee based, through IFP Securities LLC)

    * Tax planning strategies for business owners, corporations, and high-net worth individuals, including leveraging tax-advantaged benefits for wealth management and potential investment opportunities

    * Corporate Buy/Sell Agreements

    * Estate Planning and Wealth Stretching for Multi-Generational Growth & Disbursement

    * Life Insurance Products & Services (including long-term care)

    * Comprehensive Retirement Planning Services (distribution management, cashflow, taxation, estate planning and wealth transference)


Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA (www.finra.org) / SIPC (www.sipc.org}. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Postillion Wealth Management, LLC are not affiliated. 

Third party posts found on this profile do not reflect the views of Independent Financial Partners and have not been reviewed by Independent Financial Partners as to accuracy or completeness.

See www.postillionllc.com for states where we are licensed to do business.

Find Postillion Wealth Management, LLC employees' phone numbers or email addresses

Postillion Wealth Management, LLC Global Highlights

North America
11

United States Of America
11

Postillion Wealth Management, LLC's Leadership

M. B.
Director Of Operations
Mobile Phone
Email
B. B.
Principal
Mobile Phone
Email
C. K.
Principal Attorney
Mobile Phone
Email
A. S.
Financial Planning Assistant
Mobile Phone
Email
J. G.
Investment Advisor Representative
Mobile Phone
Email
J. G.
Financial Advisor
Mobile Phone
Email
J. S.
Wealth Advisor
Mobile Phone
Email
J. S.
Associate Attorney Transactional Entertainment
Mobile Phone
Email

Contact profiles from Postillion Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

M. B.
Director Of Operations
Mobile Phone
Email
United StatesFlorida
Oct 21, 2025
B. B.
Principal
Mobile Phone
Email
United StatesFlorida
Nov 18, 2025
C. K.
Principal Attorney
Mobile Phone
Email
United StatesFlorida
Jul 30, 2024
A. S.
Financial Planning Assistant
Mobile Phone
Email
United StatesFlorida
Oct 20, 2025
J. G.
Investment Advisor Representative
Mobile Phone
Email
United StatesFlorida
Nov 10, 2025
J. G.
Financial Advisor
Mobile Phone
Email
United StatesFlorida
Nov 20, 2025
J. S.
Wealth Advisor
Mobile Phone
Email
Nov 14, 2025
J. S.
Associate Attorney Transactional Entertainment
Mobile Phone
Email
UNITED STATES
Nov 10, 2025
K. B.
Wealth Advisor
Mobile Phone
Email
United StatesKansas
Oct 17, 2024

Frequently Asked Questions

What is Postillion Wealth Management, LLC known for?

Postillion Wealth Management, LLC was founded in 2007 operates in the Investment Management industry. Explore Postillion Wealth Management, LLC's company overview page for more information.

What is Postillion Wealth Management, LLC's most common email format?

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

How many employees does Postillion Wealth Management, LLC have currently?

Postillion Wealth Management, LLC has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Postillion Wealth Management, LLC's key employees and leadership?

As of December 2025, Postillion Wealth Management, LLC's key employees include:

Director Of Operations: M. B.
Principal: B. B.
Principal Attorney: C. K.
Financial Planning Assistant: A. S.
Investment Advisor Representative: J. G.

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