WeberMessick Wealth Management Employee Directory

Financial ServicesFlorida, United States11-50 Employees

WeberMessick Wealth Management is an independent financial advisory firm based in St. Petersburg, Florida. It combines tax expertise with a holistic approach to wealth management, offering services in estate planning, investment management, financial planning, risk management, and tax planning. The firm emphasizes tailoring guidance to individual financial goals within a comprehensive framework.

WeberMessick has aligned with LPL Financial, a large publicly traded broker-dealer, to leverage its technology, security measures, and long-term stability. LPL Financial reports more than seven million client accounts and assets custodied above $1 trillion. This collaboration relies on LPL's infrastructure to support WeberMessick's advisory services, underscoring a partnership with an established industry platform to deliver integrated wealth management.

Find WeberMessick Wealth Management employees' phone numbers or email addresses

WeberMessick Wealth Management Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

WeberMessick Wealth Management's Leadership

  • Stylized image of a person
    R. L.
    Partner
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    M. B.
    Managing Partner
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    J. L.
    Director Of Operations
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    K. M.
    Director Of Investment Operations
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    M. W.
    Lpl Investment Advisor / Cpa
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    R. K.
    Partner - Tax Department Chair
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    N. D.
    Associate Wealth Advisor
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  • Stylized image of a person
    J. B.
    Staff Accountant
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WeberMessick Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Community & Social Services
  • Administrative
  • Analytics
  • Other

Contact profiles from WeberMessick Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. L.
    Partner
    Phone icon
    United StatesMaryland
    Sep 09, 2025
  • Stylized image of a person
    M. B.
    Managing Partner
    Phone icon
    Mar 13, 2025
  • Stylized image of a person
    J. L.
    Director Of Operations
    Phone icon
    Apr 14, 2026
  • Stylized image of a person
    K. M.
    Director Of Investment Operations
    Phone icon
    United States
    Jun 08, 2026
  • Stylized image of a person
    M. W.
    Lpl Investment Advisor / Cpa
    Phone icon
    United StatesMaryland
    Nov 21, 2025
  • Stylized image of a person
    R. K.
    Partner - Tax Department Chair
    Phone icon
    United StatesMaryland
    Feb 16, 2026
  • Stylized image of a person
    N. D.
    Associate Wealth Advisor
    Phone icon
    United StatesFlorida
    Jan 27, 2026
  • Stylized image of a person
    J. B.
    Staff Accountant
    Phone icon
    United StatesMaryland
    Sep 11, 2025
  • Stylized image of a person
    B. S.
    Administrative Assistant
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    United StatesMaryland
    Jul 02, 2025
  • Stylized image of a person
    E. H.
    Financial Planner
    Phone icon
    Oct 23, 2024

Frequently Asked Questions

What is WeberMessick Wealth Management known for?

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WeberMessick Wealth Management was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 5901 Sun Boulevard 206 St. Petersburg, Florida United States; you can contact the main corporate office by phone at . Explore WeberMessick Wealth Management's company overview page for more information.

What is WeberMessick Wealth Management's most common email format?

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

How many employees does WeberMessick Wealth Management have currently?

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WeberMessick Wealth Management has approximately 14 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are WeberMessick Wealth Management's key employees and leadership?

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As of May 2026, WeberMessick Wealth Management's key employees include:

  • Partner: R. L.
  • Managing Partner: M. B.
  • Director Of Operations: J. L.
  • Director Of Investment Operations: K. M.
  • Lpl Investment Advisor / Cpa: M. W.

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