Wealth Advisory Group LLC Employee Directory

Financial ServicesNew York, United States51-200 Employees

Wealth Advisory Group has been empowering people with sound financial strategies since 1933.

We employ a disciplined, comprehensive approach to wealth management. Our goal is to help you achieve the quality of life you’ve always imagined. More than 100 Associates are here to guide you through a full range of planning that may include insurance and investments tailored specifically for your needs.

Wealth Advisory Group, LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 355 Lexington Avenue, 9th Fl, New York, NY 10017, 212-541-8800. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Wealth Advisory Group LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 

Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2024-178625 Exp 07/26

Find Wealth Advisory Group LLC employees' phone numbers or email addresses

Wealth Advisory Group LLC Global Highlights

Location
Employees

North America
282

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  • United States Of America
    282

Europe
3

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  • Spain
    2
  • Hungary
    1

Asia
2

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  • Malaysia
    2

Wealth Advisory Group LLC's Leadership

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    J. D.
    Chief Financial Officer
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    P. O.
    Vice President Information Technology Infrastructure
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    S. N.
    Vp Engineering
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    J. E. J.
    President
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    K. B. C.
    President
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  • Stylized image of a person
    R. W.
    President
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  • Stylized image of a person
    R. W.
    President
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    Y. M.
    Assistant To The Ceo/Chairman
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Contact profiles from Wealth Advisory Group LLC

Name
Title
Contact Info
Location
Last Update
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    H. E.
    Managing Partner
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    United StatesNew York
    Sep 12, 2025
  • Stylized image of a person
    J. D.
    Chief Financial Officer
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    United StatesNew York
    Sep 10, 2025
  • Stylized image of a person
    A. S.
    Managing Partner
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    Oct 22, 2024
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    B. S.
    Owner
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    United StatesMinnesota
    Jul 07, 2024
  • Stylized image of a person
    J. L.
    Managing Partner-General Agent
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    United StatesMichigan
    Oct 18, 2024
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    J. E. J.
    President
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    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    K. B. C.
    President
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    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    P. D.
    Owner
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    United StatesGeorgia
    Jan 31, 2024
  • Stylized image of a person
    R. W.
    President
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    Oct 22, 2024
  • Stylized image of a person
    R. W.
    President
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    United StatesFlorida
    Jul 14, 2025

Frequently Asked Questions

What is Wealth Advisory Group LLC known for?

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Wealth Advisory Group LLC was founded in 1933 operates in the Financial Services industry. The company's main headquarters is located in 355 Lexington Avenue, 9th Floor; you can contact the main corporate office by phone at . Explore Wealth Advisory Group LLC's company overview page for more information.

What is Wealth Advisory Group LLC's most common email format?

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Wealth Advisory Group LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Advisory Group LLC email formats with LeadIQ.

How many employees does Wealth Advisory Group LLC have currently?

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Wealth Advisory Group LLC has approximately 126 employees as of December 2025. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Wealth Advisory Group LLC's key employees and leadership?

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As of December 2025, Wealth Advisory Group LLC's key employees include:

  • Chief Financial Officer: J. D.
  • Vice President Information Technology Infrastructure: P. O.
  • Vp Engineering: S. N.
  • President: J. E. J.
  • President: K. B. C.

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