LeadIQ logo
Learn more at LeadIQ.com
Values First Advisors logo

Values First Advisors Employee Directory

Financial ServicesTennessee, United States11-50 Employees

Values First Advisors is a financial services firm that integrates biblical principles into its investment management and financial planning process. Based in Johnson City, Tennessee, the firm also maintains offices in Jacksonville, Florida, and Kansas City, Kansas. Founded in 2009, it aims to align clients' financial decisions with their biblical values while applying professional financial expertise.

The firm serves individuals, families, business owners, and churches, offering services that include investing, retirement planning, estate planning, and tax planning. It reports a client base of over 900 clients across more than 30 states.

Find Values First Advisors employees' phone numbers or email addresses

Values First Advisors Global Highlights

Location
Employees

North America
16

Minus sign iconPlus sign icon
  • United States Of America
    16

Africa
1

Minus sign iconPlus sign icon
  • Tunisia
    1

Values First Advisors's Leadership

  • Client Experience Manager at Values First Advisors
    S. W.
    Client Experience Manager
    Mobile Phone
  • Investment Advisor Representative And Financial Planner at Values First Advisors
    B. P.
    Investment Advisor Representative And Financial Planner
    Mobile Phone
  • Associate Financial Advisor at Values First Advisors
    E. T.
    Associate Financial Advisor
    Mobile Phone

Values First Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Legal
  • Other

Contact profiles from Values First Advisors

Name
Title
Contact
Location
Last Update
  • Client Experience Manager at Values First Advisors
    S. W.
    Client Experience Manager
    Mobile Phone
    Mar 06, 2026
  • Investment Advisor Representative And Financial Planner at Values First Advisors
    B. P.
    Investment Advisor Representative And Financial Planner
    Mobile Phone
    Oct 21, 2024
  • Associate Financial Advisor at Values First Advisors
    E. T.
    Associate Financial Advisor
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Values First Advisors known for?

Minus sign iconPlus sign iconValues First Advisors was founded in 2009 and operates in the Financial Services industry. You can contact Values First Advisors's main corporate office by phone at
+1-877-832-****
. Explore Values First Advisors's company overview page for more information.

What is Values First Advisors's most common email format?

Minus sign iconPlus sign iconValues First Advisors employees' email format typically follows the pattern of First@valuesfirst.com. Trying to find reliable and up-to-date employee contact data? Find more Values First Advisors email formats with LeadIQ.

How many employees does Values First Advisors have currently?

Minus sign iconPlus sign iconValues First Advisors has approximately 11 employees as of September 2026. These team members are located across 2 continents, including North America and Africa.

Who are Values First Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Values First Advisors's key employees include:

  • Client Experience Manager: S. W.
  • Investment Advisor Representative And Financial Planner: B. P.
  • Associate Financial Advisor: E. T.

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.