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Sound View Wealth Advisors Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

Sound View Wealth Advisors operates as an independent fiduciary wealth management firm that places clients' interests at the forefront. The firm works with individuals and families, including entrepreneurs, delivering tailored financial solutions drawn from a broad range of investment options and support services. The team brings more than two decades of experience from Merrill Lynch and has structured its practice to maintain independence in service of client needs.

Based in Savannah, Georgia, the company sits within the financial services sector as a boutique advisory firm focused on transparent, personalized guidance. It emphasizes access to a wide universe of investment vehicles and relies on ongoing research, expertise, and technology to support client decisions. The client base comprises individuals and families seeking objective, fiduciary oversight in their wealth-management relationships.

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

Sound View Wealth Advisors Global Highlights

Location
Employees

North America
35

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  • United States Of America
    35

Sound View Wealth Advisors's Leadership

  • President, Chief Executive Officer And Chief Market Strategist at Sound View Wealth Advisors
    M.
    President, Chief Executive Officer And Chief Market Strategist
    Mobile Phone
  • Wealth Management Advisor, President at Sound View Wealth Advisors
    R. V. O.
    Wealth Management Advisor, President
    Mobile Phone
  • Founding Partner at Sound View Wealth Advisors
    S. C.
    Founding Partner
    Mobile Phone
  • Founding Partner at Sound View Wealth Advisors
    S. C.
    Founding Partner
    Mobile Phone
  • Financial Planner at Sound View Wealth Advisors
    G. S.
    Financial Planner
    Mobile Phone
  • Member at Sound View Wealth Advisors
    H. M.
    Member
    Mobile Phone
  • Sales And Marketing Executive at Sound View Wealth Advisors
    T. T.
    Sales And Marketing Executive
    Mobile Phone

Sound View Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Other

Contact profiles from Sound View Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Wealth Management Advisor, President at Sound View Wealth Advisors
    R. V. O.
    Wealth Management Advisor, President
    Mobile Phone
    Mar 04, 2026
  • President, Chief Executive Officer And Chief Market Strategist at Sound View Wealth Advisors
    M.
    President, Chief Executive Officer And Chief Market Strategist
    Mobile Phone
    Jun 08, 2026
  • Founding Partner at Sound View Wealth Advisors
    S. C.
    Founding Partner
    Mobile Phone
    Oct 23, 2024
  • Founding Partner at Sound View Wealth Advisors
    S. C.
    Founding Partner
    Mobile Phone
    Oct 23, 2024
  • Financial Planner at Sound View Wealth Advisors
    G. S.
    Financial Planner
    Mobile Phone
    Oct 16, 2024
  • Member at Sound View Wealth Advisors
    H. M.
    Member
    Mobile Phone
    Oct 16, 2024
  • Sales And Marketing Executive at Sound View Wealth Advisors
    T. T.
    Sales And Marketing Executive
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Sound View Wealth Advisors known for?

Minus sign iconPlus sign iconSound View Wealth Advisors was founded in 2018 and operates in the Financial Services industry. Explore Sound View Wealth Advisors's company overview page for more information.

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

Minus sign iconPlus sign iconSound View Wealth Advisors employees' email format typically follows the pattern of First@svadvice.com. 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?

Minus sign iconPlus sign iconSound View Wealth Advisors has approximately 18 employees as of August 2026. 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 August 2026, Sound View Wealth Advisors's key employees include:

  • President, Chief Executive Officer And Chief Market Strategist: M.
  • Wealth Management Advisor, President: R. V. O.
  • Founding Partner: S. C.
  • Founding Partner: S. C.
  • Financial Planner: G. S.

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