Viceroy Wealth Counsel Employee Directory

Financial ServicesOhio, United States2-10 Employees

Wealth....planned well.

Life....lived well. ™

Viceroy Wealth Counsel was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability for each of our clients.  
 
 
Our Commitment
 
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. 
 

Our Principle
 
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email at info@viceroywealth.com, or give us a call at (513) 794-1899.

Securities offered thru LPL Financial, Member SIPC www.sipc.org
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which we are registered to do business, please visit www.viceroywealth.com

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
    Phone icon

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

Frequently Asked Questions

What is Viceroy Wealth Counsel known for?

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Viceroy Wealth Counsel was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 4555 Lake Forest Drive Suite 650 Blue Ash, Ohio 45242 United States; you can contact the main corporate office by phone at . Explore Viceroy Wealth Counsel's company overview page for more information.

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

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Viceroy 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?

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Viceroy Wealth Counsel has approximately 3 employees as of February 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 February 2026, Viceroy Wealth Counsel's key employees include:

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

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