Veratis Advisors, Inc. Employee Directory

Q: What is Veratis Advisors, Inc. known for?

Veratis Advisors, Inc. was founded in 2001. Veratis Advisors, Inc. operates in the Financial Services industry.

Q: How many employees does Veratis Advisors, Inc. have currently?

Veratis Advisors, Inc. has approximately 7 employees.

Financial ServicesNorth Carolina, United States2-10 Employees

Veratis Advisors is a forward-thinking boutique firm, specializing in two retirement practice areas - Retirement Plan Consulting and Personal Wealth.  Our client-focused culture is evident in everything we do, and our success is measured on a standard of excellence in service and technical knowledge that sets us apart in the industry.  Many of our competitors prioritize growth in assets and firm profitability, but we prioritize the factors that make a meaningful impact in the lives of our clients.  We could grow faster over the short term by putting business ahead of people, but our firm’s long-term success has been driven by a distinct passion for quality that makes us irreplaceable to our clients.

Find Veratis Advisors, Inc. employees' phone numbers or email addresses

Veratis Advisors, Inc. Global Highlights

North America
11

United States Of America
11

Veratis Advisors, Inc.'s Leadership

J. W. C.
Wealth Advisor, Partner
Mobile Phone
Email
B. K.
Investment Research Director, Partner
Mobile Phone
Email
S. D. S.
Managing Partner
Mobile Phone
Email
P. B.
Partner
Mobile Phone
Email
S. D.
Partner And Wealth Advisor
Mobile Phone
Email
S. S.
Managing Director
Mobile Phone
Email
E. F.
Client Services Manager
Mobile Phone
Email
D. W.
Wealth Advisor
Mobile Phone
Email

Contact profiles from Veratis Advisors, Inc.

Name

Title

Contact Info

Location

Last Update

J. W. C.
Wealth Advisor, Partner
Mobile Phone
Email
United StatesNorth Carolina
Oct 26, 2025
B. K.
Investment Research Director, Partner
Mobile Phone
Email
United StatesNorth Carolina
Oct 21, 2025
S. D. S.
Managing Partner
Mobile Phone
Email
Oct 25, 2025
P. B.
Partner
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
S. D.
Partner And Wealth Advisor
Mobile Phone
Email
UNITED STATES
May 08, 2024
S. S.
Managing Director
Mobile Phone
Email
UNITED STATES
Jul 25, 2025
E. F.
Client Services Manager
Mobile Phone
Email
United StatesNorth Carolina
Oct 17, 2025
D. W.
Wealth Advisor
Mobile Phone
Email
United StatesNorth Carolina
Oct 27, 2025
T. R.
Retirement Plan Consultant
Mobile Phone
Email
United StatesNorth Carolina
Oct 19, 2025

Frequently Asked Questions

What is Veratis Advisors, Inc. known for?

Veratis Advisors, Inc. was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 1400 Crescent Green, Suite 110. Explore Veratis Advisors, Inc.'s company overview page for more information.

What is Veratis Advisors, Inc.'s most common email format?

Veratis Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Veratis Advisors, Inc. email formats with LeadIQ.

How many employees does Veratis Advisors, Inc. have currently?

Veratis Advisors, Inc. has approximately 7 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Veratis Advisors, Inc.'s key employees and leadership?

As of December 2025, Veratis Advisors, Inc.'s key employees include:

Wealth Advisor, Partner: J. W. C.
Investment Research Director, Partner: B. K.
Managing Partner: S. D. S.
Partner: P. B.
Partner And Wealth Advisor: S. D.

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