LeadIQ logo
Learn more at LeadIQ.com
Sterling Wealth Management logo

Sterling Wealth Management Employee Directory

Financial ServicesIllinois, United States11-50 Employees

Sterling Wealth Management is a fee-only, comprehensive wealth management firm within the financial services sector. It uses a consultative approach to financial and investment planning, collaborating with clients to address financial challenges and improve their financial standing. Through a structured process, it offers guidance to a select group of high-net-worth individuals and families.

Its client base comprises high-net-worth individuals and families seeking tailored planning and ongoing advice. Based in Champaign, Illinois, the firm identifies as a small to mid-sized practice that prioritizes attentive, consistent service across its advisory work.

Find Sterling Wealth Management employees' phone numbers or email addresses

Sterling Wealth Management Global Highlights

Location
Employees

North America
31

Minus sign iconPlus sign icon
  • United States Of America
    30
  • Canada
    1

Asia
2

Minus sign iconPlus sign icon
  • India
    2

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

Sterling Wealth Management's Leadership

  • Director & Chartered Financial Planner at Sterling Wealth Management
    R. M.
    Director & Chartered Financial Planner
    Mobile Phone
  • Director Of Client Services at Sterling Wealth Management
    K. H.
    Director Of Client Services
    Mobile Phone
  • Operations Manager/Associate Wealth Advisor at Sterling Wealth Management
    J. M.
    Operations Manager/Associate Wealth Advisor
    Mobile Phone
  • Associate Wealth Advisor at Sterling Wealth Management
    J. W.
    Associate Wealth Advisor
    Mobile Phone
  • Customer Service Specialist at Sterling Wealth Management
    M. E.
    Customer Service Specialist
    Mobile Phone

Sterling Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Support
  • Other

Contact profiles from Sterling Wealth Management

Name
Title
Contact
Location
Last Update
  • Director & Chartered Financial Planner at Sterling Wealth Management
    R. M.
    Director & Chartered Financial Planner
    Mobile Phone
    United Kingdom
    Aug 28, 2026
  • Director Of Client Services at Sterling Wealth Management
    K. H.
    Director Of Client Services
    Mobile Phone
    Sep 19, 2026
  • Operations Manager/Associate Wealth Advisor at Sterling Wealth Management
    J. M.
    Operations Manager/Associate Wealth Advisor
    Mobile Phone
    Jun 08, 2026
  • Associate Wealth Advisor at Sterling Wealth Management
    J. W.
    Associate Wealth Advisor
    Mobile Phone
    Sep 13, 2026
  • Customer Service Specialist at Sterling Wealth Management
    M. E.
    Customer Service Specialist
    Mobile Phone
    May 22, 2025

Frequently Asked Questions

What is Sterling Wealth Management known for?

Minus sign iconPlus sign iconSterling Wealth Management was founded in 2004 and operates in the Financial Services industry. Explore Sterling Wealth Management's company overview page for more information.

What is Sterling Wealth Management's most common email format?

Minus sign iconPlus sign iconSterling Wealth Management employees' email format typically follows the pattern of First@sterlingwealthmanagement.com. Trying to find reliable and up-to-date employee contact data? Find more Sterling Wealth Management email formats with LeadIQ.

How many employees does Sterling Wealth Management have currently?

Minus sign iconPlus sign iconSterling Wealth Management has approximately 14 employees as of September 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are Sterling Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Sterling Wealth Management's key employees include:

  • Director & Chartered Financial Planner: R. M.
  • Director Of Client Services: K. H.
  • Operations Manager/Associate Wealth Advisor: J. M.
  • Associate Wealth Advisor: J. W.
  • Customer Service Specialist: M. E.

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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.