Sound View Wealth Advisors Employee Directory

Financial ServicesUnited States11-50 Employees

Sound View Wealth Advisors is an independent, fiduciary wealth management firm founded on one guiding principle: our clients’ interests come first. As a team, we spent over 20 years custom tailoring solutions for individuals and families at Merrill Lynch. Entrepreneurs at heart, we have continued to evolve our independent structure to better serve the needs and interests of our clientele. We do this by offering access to a wide universe of investment vehicles, value-added services and personalized attention in an open and transparent environment. We have a continued commitment to find the best expertise, research services and technology for our clients.

Find Sound View Wealth Advisors employees' phone numbers or email addresses

Sound View Wealth Advisors Global Highlights

Location
Employees

North America
31

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  • United States Of America
    31

Sound View Wealth Advisors's Leadership

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    M.
    President, Chief Executive Officer And Chief Market Strategist
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    E. A.
    Founding Partner
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    R. V. O.
    Wealth Management Advisor, President
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    M. B.
    Managing Partner
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    O. E. H.
    Senior Partner
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    K. B.
    Senior Partner
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    S. C.
    Founding Partner
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  • Stylized image of a person
    S. C.
    Founding Partner
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Contact profiles from Sound View Wealth Advisors

Name
Title
Contact Info
Location
Last Update
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    E. A.
    Founding Partner
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    United StatesGeorgia
    Nov 11, 2025
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    R. V. O.
    Wealth Management Advisor, President
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    Jul 19, 2025
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    M. B.
    Managing Partner
    Phone icon
    United StatesGeorgia
    Oct 17, 2025
  • Stylized image of a person
    O. E. H.
    Senior Partner
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    Oct 25, 2025
  • Stylized image of a person
    K. B.
    Senior Partner
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    United StatesGeorgia
    Sep 08, 2025
  • Stylized image of a person
    M.
    President, Chief Executive Officer And Chief Market Strategist
    Phone icon
    Aug 23, 2024
  • Stylized image of a person
    S. C.
    Founding Partner
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    Oct 23, 2024
  • Stylized image of a person
    S. C.
    Founding Partner
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    Oct 23, 2024
  • Stylized image of a person
    J. K.
    Director Of Strategic Growth And Development
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    United StatesGeorgia
    Aug 29, 2025
  • Stylized image of a person
    N. G.
    Director Of Client Experience
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    United StatesGeorgia
    Jul 10, 2025

Frequently Asked Questions

What is Sound View Wealth Advisors known for?

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Sound View Wealth Advisors was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 1 Skidaway Village Walk, Savannah, Georgia 31411, US. Explore Sound View Wealth Advisors's company overview page for more information.

What is Sound View Wealth Advisors's most common email format?

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

How many employees does Sound View Wealth Advisors have currently?

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Sound View Wealth Advisors has approximately 19 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Sound View Wealth Advisors's key employees and leadership?

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As of October 2025, Sound View Wealth Advisors's key employees include:

  • President, Chief Executive Officer And Chief Market Strategist: M.
  • Founding Partner: E. A.
  • Wealth Management Advisor, President: R. V. O.
  • Managing Partner: M. B.
  • Senior Partner: O. E. H.

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