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ProEast Asset Management, LLC Employee Directory

Financial ServicesConnecticut, United States2-10 Employees

ProEast Asset Management, LLC is a small financial services firm that offers holistic financial planning. It integrates personal finances, investments, taxes, risk management and other elements to create a tailored roadmap aimed at achieving financial freedom. The company is based in South Windsor, Connecticut, serving individuals who seek coordinated guidance across multiple areas of their finances.

Securities offerings are provided through Securities America, Inc., while advisory services are delivered through Securities America Advisors, Inc.; these Securities America entities are separate from ProEast Asset Management, LLC. The description conveys an emphasis on education and integrating planning components to support client outcomes.

Find ProEast Asset Management, LLC employees' phone numbers or email addresses

ProEast Asset Management, LLC Global Highlights

Location
Employees

North America
15

Minus sign iconPlus sign icon
  • United States Of America
    15

ProEast Asset Management, LLC's Leadership

  • Stylized image of a person
    N. M. O.
    Vice President Of Client Relations & Operations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. H.
    Founder, Chief Analyst
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. M. P.
    Managing Partner, Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. B.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. S.
    Vice-President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Operational Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. A. S.
    Client Services Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. W.
    Financial Paraplanner
    Phone icon
    Mobile Phone

ProEast Asset Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from ProEast Asset Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. B.
    Partner, Wealth Advisor, Cfp(r), Abfp(tm), Mpas(tm)
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Mar 25, 2026
  • Stylized image of a person
    L. A.
    Vp, Qualified Plans
    Phone icon
    Mobile Phone
    United StatesConnecticut
    Mar 25, 2026
  • Stylized image of a person
    M. L.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is ProEast Asset Management, LLC known for?

Minus sign iconPlus sign iconProEast Asset Management, LLC was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 225 Oakland Road South Windsor, Connecticut 06074 United States; you can contact the main corporate office by phone at
+1-860-432-****
. Explore ProEast Asset Management, LLC's company overview page for more information.

What is ProEast Asset Management, LLC's most common email format?

Minus sign iconPlus sign iconProEast Asset Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ProEast Asset Management, LLC email formats with LeadIQ.

How many employees does ProEast Asset Management, LLC have currently?

Minus sign iconPlus sign iconProEast Asset Management, LLC has approximately 9 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are ProEast Asset Management, LLC's key employees and leadership?

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As of June 2026, ProEast Asset Management, LLC's key employees include:

  • Vice President Of Client Relations & Operations: N. M. O.
  • Founder, Chief Analyst: W. H.
  • Managing Partner, Wealth Advisor: A. M. P.
  • Owner: B. B.
  • Vice-President: M. S.

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