Shorebridge Wealth Management, LLC Employee Directory

Q: What is Shorebridge Wealth Management, LLC known for?

Shorebridge Wealth Management, LLC was founded in 2013. Shorebridge Wealth Management, LLC operates in the Investment Management industry.

Investment ManagementPennsylvania, United States11-50 Employees

About our practice:

Shorebridge Wealth Management is located on Washington’s Landing in Pittsburgh.

We understand your personal goals are not only unique to you but essential to your financial future. As a result, your personal financial strategy and investment portfolios should be tailored specifically to you.

At Shorebridge Wealth Management, our team of dedicated professionals will work with you to build a financial strategy that encompasses all aspects of your financial life. We will help you plan for every milestone, identify overlooked gaps and overcome life's unexpected challenges.

Through our exceptional customer service and attention to detail along with our disciplined planning process, it is our goal to build meaningful relationships and lasting partnerships.

Put simply, our goal is to help you live your best life. "Trust that spans a lifetime" is more than just our motto, it is our pledge to you.

*****************
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Shorebridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Find Shorebridge Wealth Management, LLC employees' phone numbers or email addresses

Shorebridge Wealth Management, LLC Global Highlights

North America
14

United States Of America
14

Shorebridge Wealth Management, LLC's Leadership

J. M.
Managing Director
Mobile Phone
Email
K. B.
Managing Director & Financial Advisor
Mobile Phone
Email
J. L.
Managing Director
Mobile Phone
Email
F. M.
Managing Director
Mobile Phone
Email
K.
Managing Director
Mobile Phone
Email
D. K.
Operations Manager
Mobile Phone
Email
G. D.
Financial Advisor
Mobile Phone
Email
C. R. N.
Financial Advisor
Mobile Phone
Email

Contact profiles from Shorebridge Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

S. B.
Administrative Assistant
Mobile Phone
Email
United StatesPennsylvania
Oct 23, 2024

Frequently Asked Questions

What is Shorebridge Wealth Management, LLC known for?

Shorebridge Wealth Management, LLC was founded in 2013 operates in the Investment Management industry. The company's main headquarters is located in 600 Waterfront Drive, Suite 125; you can contact the main corporate office by phone at

+1-412-742-****

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

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

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

How many employees does Shorebridge Wealth Management, LLC have currently?

Shorebridge Wealth Management, LLC has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

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

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

Managing Director: J. M.
Managing Director & Financial Advisor: K. B.
Managing Director: J. L.
Managing Director: F. M.
Managing Director: K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking