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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
    M. B.
    Managing Partner
    Mobile Phone
  • Stylized image of a person
    J. L.
    Director Of Operations
    Mobile Phone
  • Stylized image of a person
    E. H.
    Financial Planner
    Mobile Phone

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
Location
Last Update
  • Stylized image of a person
    M. B.
    Managing Partner
    Mobile Phone
    Mar 13, 2025
  • Stylized image of a person
    J. L.
    Director Of Operations
    Mobile Phone
    Apr 14, 2026
  • Stylized image of a person
    E. H.
    Financial Planner
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is WeberMessick Wealth Management known for?

Minus sign iconPlus sign iconWeberMessick Wealth Management was founded in 1994 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-512-697-****
. Explore WeberMessick Wealth Management's company overview page for more information.

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

Minus sign iconPlus sign iconWeberMessick 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?

Minus sign iconPlus sign iconWeberMessick Wealth Management has approximately 14 employees as of July 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 July 2026, WeberMessick Wealth Management's key employees include:

  • Managing Partner: M. B.
  • Director Of Operations: J. L.
  • Financial Planner: E. H.

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