What departments does PROA Wealth Management have?

PROA Wealth Management has employees across 3 departments including Consultant, Operations, Administrative.

What is the largest department at PROA Wealth Management?

The largest department at PROA Wealth Management is Consultant with 1 employees.

Where are PROA Wealth Management employees located globally?

PROA Wealth Management has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has PROA Wealth Management's team size changed over time?

PROA Wealth Management's team has remained stable from approximately 1 to 1 employees based on available data.

PROA Wealth Management Employee Directory

Financial ServicesConnecticut, United States0-1 Employees

PROA Wealth Management specializes in the unique needs of each investor.  PROActive wealth management is more than a strategy… it’s a modern approach to investing designed to limit downside risk and identify opportunities for growth.

Client Portfolio Management and Investment Planning:  Develop and manage an investment portfolio: provide clients with flexible investment options and a high degree of customization in their portfolios. Open architecture platforms allow maximum added value with institutional money managers.

PROA Wealth Management helps investors chart a course to financial freedom by providing Investment Planning and Management to develop a unique and customizable portfolio through an open architecture and PROActive Investing, a unique process to limit downside risk and identify opportunities for growth.

Mutual Funds, Managed Asset Plans, Pension and Retirement Planning, Money Markets and Check Writing Account, Educational IRA's and 529 Plans, Direct Investments, Life Insurance, Disability Insurance, Long Term Care, Stocks and Bonds.

Securities and Advisory Services offered through LPL Financial Member a Registered Investment Advisor.

Third Party Post found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
 
For a list of states in which we are registered to do business please visit www.PROAwealth.com.

Find PROA Wealth Management employees' phone numbers or email addresses

PROA Wealth Management Global Highlights

North America
3

United States Of America
3

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

PROA Wealth Management's Leadership

P. C.
Financial Consultant/Business Owner
Mobile Phone
Email
M. C.
Operations Director
Mobile Phone
Email
E. B.
Administration
Mobile Phone
Email
T. L.
Lpl Registered Representative
Mobile Phone
Email

PROA Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Accounting
Administrative
Analytics
Arts & Design
Banking
Other

Contact profiles from PROA Wealth Management

Name

Title

Contact Info

Location

Last Update

P. C.
Financial Consultant/Business Owner
Mobile Phone
Email
United StatesConnecticut
Oct 26, 2025
M. C.
Operations Director
Mobile Phone
Email
Oct 06, 2025
E. B.
Administration
Mobile Phone
Email
Oct 18, 2024
T. L.
Lpl Registered Representative
Mobile Phone
Email
United KingdomNottinghamshire
Oct 17, 2024

Frequently Asked Questions

What is PROA Wealth Management known for?

PROA Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 41 Whitney Street Westport, Connecticut 06880 United States. Explore PROA Wealth Management's company overview page for more information.

What is PROA Wealth Management's most common email format?

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

How many employees does PROA Wealth Management have currently?

PROA Wealth Management has approximately 1 employees as of January 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are PROA Wealth Management's key employees and leadership?

As of January 2026, PROA Wealth Management's key employees include:

Financial Consultant/Business Owner: P. C.
Operations Director: M. C.
Administration: E. B.
Lpl Registered Representative: T. L.

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