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Providence Wealth Advisors, LLC Employee Directory

Investment ManagementIllinois, United States2-10 Employees

Providence Wealth Advisors, LLC is a small investment management firm based in Frankfort, Illinois, operating as a wholly owned affiliate of Providence Bank & Trust. It works with clients to articulate personal financial objectives, including early retirement, education funding, weddings, or travel plans after retirement, taking time to understand individual plans and the relationships involved. The firm emphasizes a collaborative approach, inviting clients to ask questions, discuss changes, and monitor portfolio progress as part of its service.

Providence Wealth Advisors' investment products and services are independent of Providence Bank & Trust and are not FDIC insured, may lose value, are not bank guaranteed, and are not insured by any government agency. Investment advisory services are delivered by appropriately licensed representatives and are overseen by PWA. The firm notes that tools on its website, or linked calculators, are not substitutes for personalized advice, and it cautions that it does not solicit personal information via social media, directing contact through its website.

Find Providence Wealth Advisors, LLC employees' phone numbers or email addresses

Providence Wealth Advisors, LLC Global Highlights

Location
Employees

North America
13

Minus sign iconPlus sign icon
  • United States Of America
    13

Providence Wealth Advisors, LLC's Leadership

  • Stylized image of a person
    T. L.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. D.
    Office Manager
    Phone icon
    Mobile Phone

Providence Wealth Advisors, LLC Employee Metrics

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

Contact profiles from Providence Wealth Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. L.
    Owner
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    C. D.
    Office Manager
    Phone icon
    Mobile Phone
    Oct 02, 2025

Frequently Asked Questions

What is Providence Wealth Advisors, LLC known for?

Minus sign iconPlus sign iconProvidence Wealth Advisors, LLC was founded in 2010 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-773-455-****
. Explore Providence Wealth Advisors, LLC's company overview page for more information.

What is Providence Wealth Advisors, LLC's most common email format?

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

How many employees does Providence Wealth Advisors, LLC have currently?

Minus sign iconPlus sign iconProvidence Wealth Advisors, LLC has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Providence Wealth Advisors, LLC's key employees and leadership?

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As of July 2026, Providence Wealth Advisors, LLC's key employees include:

  • Owner: T. L.
  • Office Manager: C. D.

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