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Viceroy Wealth Counsel Employee Directory

Financial ServicesOhio, United States2-10 Employees

Viceroy Wealth Counsel is a financial services firm that concentrates on wealth planning and ongoing financial guidance. It emphasizes a personal, hands-on approach and aims to help clients achieve financial stability through disciplined decision-making. Located in Blue Ash, Ohio, the firm positions education about a client's current financial situation as a core element of prudent planning.

Its client base consists of individuals and families seeking comprehensive financial planning and stability across their finances. Securities are offered through LPL Financial, a registered broker-dealer and SIPC member, indicating the firm relies on a third-party platform for investment products. The company operates with a small team and maintains direct client accessibility, reflecting a local, relationship-focused model.

Find Viceroy Wealth Counsel employees' phone numbers or email addresses

Viceroy Wealth Counsel Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Viceroy Wealth Counsel's Leadership

  • Stylized image of a person
    J. B.
    Managing Director, Principal / Client Portfolio Manager
    Mobile Phone

Viceroy Wealth Counsel Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Viceroy Wealth Counsel

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. B.
    Managing Director, Principal / Client Portfolio Manager
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Viceroy Wealth Counsel known for?

Minus sign iconPlus sign iconViceroy Wealth Counsel was founded in 2012 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-513-794-****
. Explore Viceroy Wealth Counsel's company overview page for more information.

What is Viceroy Wealth Counsel's most common email format?

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

How many employees does Viceroy Wealth Counsel have currently?

Minus sign iconPlus sign iconViceroy Wealth Counsel has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Viceroy Wealth Counsel's key employees and leadership?

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As of July 2026, Viceroy Wealth Counsel's key employees include:

  • Managing Director, Principal / Client Portfolio Manager: J. B.

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