What departments does Strategic Wealth Specialists have?

Strategic Wealth Specialists has employees across 4 departments including Recruiting, Finance, Sales, Legal.

What is the largest department at Strategic Wealth Specialists?

The largest department at Strategic Wealth Specialists is Recruiting with 2 employees.

Where are Strategic Wealth Specialists employees located globally?

Strategic Wealth Specialists has employees across 2 continents and 2 countries including United States Of America, New Zealand.

How has Strategic Wealth Specialists's team size changed over time?

Strategic Wealth Specialists's team has grown from approximately 49 to 55 employees based on available data.

Strategic Wealth Specialists Employee Directory

Financial ServicesAlabama, United States51-200 Employees

Strategic Wealth Specialists is a mid-sized financial services firm based in Mobile, Alabama. It provides planning for personal and business finances and pursues long-term financial independence through its Living Balance Sheet approach. The Living Balance Sheet is a registered service mark belonging to Guardian Life Insurance Company, connecting the firm to Guardian's broader network and reinforcing its focus on durable financial security. The firm operates as an agency for Guardian Life Insurance, with securities products and advisory services offered through Park Avenue Securities LLC, a Guardian subsidiary. The organization notes that it is not an affiliate or subsidiary of PAS, and that Guardian and PAS do not provide tax, legal, or accounting advice; clients should consult professionals for such matters.

Strategic Wealth Specialists Global Highlights

North America
72

United States Of America
72

Oceania
1

New Zealand
1

Strategic Wealth Specialists's Leadership

N. L. P.
Recruiting Director
Mobile Phone
Email
M. G.
Director Of Recruiting
Mobile Phone
Email
T. R.
Director Of Life And Di Brokerage, Disability Income Specialist, Financial Representative
Mobile Phone
Email
R. P.
National Sales Manager
Mobile Phone
Email
C. S.
Financial Representative
Mobile Phone
Email
G. R.
Financial Representative
Mobile Phone
Email
J. D.
Financial Representative
Mobile Phone
Email
W. S. C.
Financial Representative
Mobile Phone
Email

Strategic Wealth Specialists Employee Metrics

100%

50%

0%

2026

2025

Banking
Recruiting
Community & Social Services
Business Development
Accounting
Other
Finance

Contact profiles from Strategic Wealth Specialists

Name

Title

Contact Info

Location

Last Update

N. L.
Executive Assistant To Justin Law
Mobile Phone
Email
Aug 06, 2026
G. G.
Intern
Mobile Phone
Email
Oct 22, 2024
L. B.
Financial Representative
Mobile Phone
Email
Oct 21, 2024
N. S.
Executive Assistant To Justin Law
Mobile Phone
Email
Oct 23, 2024
S. R.
Financial Representative
Mobile Phone
Email
Jul 07, 2026

Frequently Asked Questions

What is Strategic Wealth Specialists known for?

Strategic Wealth Specialists was founded in 2012 operates in the Financial Services industry. Explore Strategic Wealth Specialists's company overview page for more information.

What is Strategic Wealth Specialists's most common email format?

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

How many employees does Strategic Wealth Specialists have currently?

Strategic Wealth Specialists has approximately 71 employees as of July 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Strategic Wealth Specialists's key employees and leadership?

As of July 2026, Strategic Wealth Specialists's key employees include:

Recruiting Director: N. L. P.
Director Of Recruiting: M. G.
Director Of Life And Di Brokerage, Disability Income Specialist, Financial Representative: T. R.
National Sales Manager: R. P.
Financial Representative: C. S.

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Strategic Wealth Specialists Employee Directory

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