Redwood Wealth Management LLC Employee Directory

Q: What is Redwood Wealth Management LLC known for?

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

Q: How many employees does Redwood Wealth Management LLC have currently?

Redwood Wealth Management LLC has approximately 7 employees.

Q: Who are Redwood Wealth Management LLC's key employees and leadership?

Redwood Wealth Management LLC's key employees include: President And Chief Executive Officer: A. T., Chief Compliance Officer & Wealth Advisor: D. P..

Investment ManagementNorth Carolina, United States2-10 Employees

Client First

Redwood Wealth Management was built on the idea that the client should always come first.

Our founders, Benjamin Lincoln and Daniel Preslar, made the decision years ago that the traditional financial services model was not the best option for their clients or themselves. In 2007 they decided to leave the world of big Wall Street firms and build something different.  Benjamin and Daniel wanted to create a place where they would be free from distractions like proprietary products and sales quotas. Escaping the corporate “noise” would free them to truly make the best recommendations for their clients.

Searching to fill this need led Benjamin and Daniel to form Redwood Wealth Management, LLC, an employee owned firm where they would be able to provide independent thinking without the limitations created by corporate conflicts of interest.

Trust is at the Center of Our Core Values.

At Redwood Wealth, we take our clients’ trust very seriously. As a firm, we hold ourselves to the highest ethical standards and act with exclusive loyalty to our clients.

Find Redwood Wealth Management LLC employees' phone numbers or email addresses

Redwood Wealth Management LLC Global Highlights

North America
11

United States Of America
11

Redwood Wealth Management LLC's Leadership

D. P.
Chief Compliance Officer & Wealth Advisor
Mobile Phone
Email
A. T.
President And Chief Executive Officer
Mobile Phone
Email
A. E.
Vice President
Mobile Phone
Email
J. K.
Vice President, Wealth Advisor
Mobile Phone
Email
J. K.
Director Of Wealth Management
Mobile Phone
Email
T. C.
Director Of Client Relations
Mobile Phone
Email
L. M.
Director Of Operations
Mobile Phone
Email
B. B.
Financial Analyst
Mobile Phone
Email

Contact profiles from Redwood Wealth Management LLC

Name

Title

Contact Info

Location

Last Update

A. T.
President And Chief Executive Officer
Mobile Phone
Email
Oct 22, 2024
D. P.
Chief Compliance Officer & Wealth Advisor
Mobile Phone
Email
UNITED STATES
Jul 08, 2024
A. E.
Vice President
Mobile Phone
Email
Aug 11, 2025
J. K.
Vice President, Wealth Advisor
Mobile Phone
Email
United StatesMichigan
Oct 17, 2025
J. K.
Director Of Wealth Management
Mobile Phone
Email
United StatesFlorida
Nov 14, 2025
T. C.
Director Of Client Relations
Mobile Phone
Email
United StatesNorth Carolina
Oct 24, 2025
L. M.
Director Of Operations
Mobile Phone
Email
Oct 16, 2024
B. B.
Financial Analyst
Mobile Phone
Email
United StatesFlorida
Oct 23, 2025
M. L.
Financial Planner
Mobile Phone
Email
United StatesGeorgia
Apr 23, 2025

Frequently Asked Questions

What is Redwood Wealth Management LLC known for?

Redwood Wealth Management LLC was founded in 2007 operates in the Investment Management industry. The company's main headquarters is located in 5821 Fairview Road, Suite 114; you can contact the main corporate office by phone at

+1-310-545-****

. Explore Redwood Wealth Management LLC's company overview page for more information.

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

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

How many employees does Redwood Wealth Management LLC have currently?

Redwood Wealth Management LLC has approximately 7 employees as of December 2025. These team members are located across 1 continents, including North America.

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

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

Chief Compliance Officer & Wealth Advisor: D. P.
President And Chief Executive Officer: A. T.
Vice President: A. E.
Vice President, Wealth Advisor: J. K.
Director Of Wealth Management: J. K.

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