What departments does Private Wealth Management & Consulting have?

Private Wealth Management & Consulting has employees across 2 departments including Marketing, Finance.

What is the largest department at Private Wealth Management & Consulting?

The largest department at Private Wealth Management & Consulting is Marketing with 1 employees.

Where are Private Wealth Management & Consulting employees located globally?

Private Wealth Management & Consulting has employees across 1 continents and 1 countries including United States Of America.

How has Private Wealth Management & Consulting's team size changed over time?

Private Wealth Management & Consulting's team has remained stable from approximately 7 to 7 employees based on available data.

Private Wealth Management & Consulting Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Our firm takes your whole financial picture into consideration, because we are relationship-oriented, not product-oriented. Our role is to help make sure that each step of the journey is integrated with the ones that came before, to help you pursue your goals.

To design strategies that are aligned with your stated objectives, we:

•	Look at your current financial situation & define future objectives
•	Plan for wealth accumulation & retirement distribution
•	Help you implement the right planning documents
•	Help you understand the tax issues
•	Negotiate insurance that is appropriate for you

In a constantly changing financial environment, we monitor your strategy to help make sure it remains on track to meet your goals by continually assessing your needs and expectations.

DISCLAIMER:
Securities offered through Securities America Inc., member FINRA(www.FINRA.org)/SIPC(www.SIPC.org). Advisory services offered through Securities America Advisors, Inc. Florida State University Credit Union, Private Wealth Management & Consulting and Securities America are separate entities. Not NCUA insured – No Credit Union Guarantees – May Lose Value – Not a Deposit – Not Insured by any Government Agency

The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

For additional information, please contact Securities America at 800.747.6111

Find Private Wealth Management & Consulting employees' phone numbers or email addresses

Private Wealth Management & Consulting Global Highlights

North America
6

United States Of America
6

Private Wealth Management & Consulting's Leadership

E. K.
President / Wealth Advisor
Mobile Phone
Email
J. K.
Marketing And Event Coordinator
Mobile Phone
Email
C. G.
Financial Advisor
Mobile Phone
Email

Private Wealth Management & Consulting Employee Metrics

100%

50%

0%

2026

2025

Banking
Program & Project Management
Accounting
Administrative
Analytics
Other

Contact profiles from Private Wealth Management & Consulting

Name

Title

Contact Info

Location

Last Update

E. K.
President / Wealth Advisor
Mobile Phone
Email
United StatesFlorida
Oct 18, 2025
J. K.
Marketing And Event Coordinator
Mobile Phone
Email
Nov 17, 2025
C. G.
Financial Advisor
Mobile Phone
Email
United StatesFlorida
Nov 13, 2025

Frequently Asked Questions

What is Private Wealth Management & Consulting known for?

Private Wealth Management & Consulting was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 1616 Metropolitan Circle Suite c Tallahassee, Florida 32308 United States; you can contact the main corporate office by phone at

+1-850-692-****

. Explore Private Wealth Management & Consulting's company overview page for more information.

What is Private Wealth Management & Consulting's most common email format?

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

How many employees does Private Wealth Management & Consulting have currently?

Private Wealth Management & Consulting has approximately 11 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Private Wealth Management & Consulting's key employees and leadership?

As of March 2026, Private Wealth Management & Consulting's key employees include:

President / Wealth Advisor: E. K.
Marketing And Event Coordinator: J. K.
Financial Advisor: C. G.

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