Talon Wealth Employee Directory

Financial ServicesFlorida, United States11-50 Employees

We believe that when it comes to planning your financial future, understanding your goals in life is fundamental to determining how we will get there.

Whether you’re planning on growing your retirement assets or protecting them for your family, our team of professional financial planners will get to know you, your family, and your priorities so that together we can determine which wealth planning strategies are right for you.

Your wealth plan will cover a wide range of topics concerning the management of your wealth including cash flow analysis, credit management, tax planning*, asset allocation and diversification, management of financial and non-financial assets, personal needs, retirement resources, and estate planning.

Find Talon Wealth employees' phone numbers or email addresses

Talon Wealth Global Highlights

Location
Employees

North America
18

Minus sign iconPlus sign icon
  • United States Of America
    18

Talon Wealth's Leadership

  • Stylized image of a person
    J. N.
    Vice President / Investment Advisor Representative
    Phone icon
  • Stylized image of a person
    M. L.
    Founder
    Phone icon
  • Stylized image of a person
    B. A.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    I. V.
    Branch Manager
    Phone icon
  • Stylized image of a person
    D. C.
    Client Services Manager
    Phone icon
  • Stylized image of a person
    L. G.
    Office Manager
    Phone icon
  • Stylized image of a person
    M. J.
    Investment Adviser Representative
    Phone icon
  • Stylized image of a person
    K. H.
    Client Services Representative
    Phone icon

Contact profiles from Talon Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. L.
    Founder
    Phone icon
    United StatesFlorida
    Nov 04, 2025
  • Stylized image of a person
    J. N.
    Vice President / Investment Advisor Representative
    Phone icon
    United StatesFlorida
    Nov 13, 2025
  • Stylized image of a person
    B. A.
    Director Of Operations
    Phone icon
    United StatesNebraska
    Oct 28, 2025
  • Stylized image of a person
    I. V.
    Branch Manager
    Phone icon
    United StatesOklahoma
    Oct 28, 2025
  • Stylized image of a person
    D. C.
    Client Services Manager
    Phone icon
    United StatesFlorida
    Jul 27, 2024
  • Stylized image of a person
    L. G.
    Office Manager
    Phone icon
    United StatesFlorida
    Oct 17, 2024
  • Stylized image of a person
    M. J.
    Investment Adviser Representative
    Phone icon
    United StatesFlorida
    Nov 19, 2025
  • Stylized image of a person
    K. H.
    Client Services Representative
    Phone icon
    United StatesNebraska
    Nov 17, 2025
  • Stylized image of a person
    J. J.
    Advisor - Fiduciary
    Phone icon
    United StatesFlorida
    Nov 14, 2025

Frequently Asked Questions

What is Talon Wealth known for?

Minus sign iconPlus sign icon
Talon Wealth operates in the Financial Services industry. The company's main headquarters is located in 111974 County Road 101, Suite 103; you can contact the main corporate office by phone at . Explore Talon Wealth's company overview page for more information.

What is Talon Wealth's most common email format?

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

How many employees does Talon Wealth have currently?

Minus sign iconPlus sign icon
Talon Wealth has approximately 14 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Talon Wealth's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, Talon Wealth's key employees include:

  • Vice President / Investment Advisor Representative: J. N.
  • Founder: M. L.
  • Director Of Operations: B. A.
  • Branch Manager: I. V.
  • Client Services Manager: D. C.

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

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.