Wechsler Marsico Simpson, Wealth Management Services Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Wechsler Marsico Simpson is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a wide range of qualify financial products and the advice and expertise of experienced financial professionals in the industry. Headquartered at 200 East State Street, Suite 303, Media, Pa. 19063,Wechsler Marsico Simpson is firmly committed to providing you with: Expertise: A team of knowledgeable professionals and support staff work together to maximize the resources required to provide you with strategies to help you work towards your financial needs. Comprehensive strategies and quality products: We us a one-on-one process to analyze your unique situation and offer products of lasting value to provide you with long-term strategies to help meet your needs. Exceptional Service: "Service that excels"​ is our trademark. We provide consistent, responsive service that's underscored by the dedication of our staff and commitment to provide strategies that reflect the interests of our clients. Certain individuals associated with Wechsler Marsico Simpson are registered with and offer securities and investment advisory services through Securian Financial Services Inc., a registered broker-dealer and investment advisor, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA's Broker Check. For information about which individuals associated with Wechsler Marsico Simpson are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205

Find Wechsler Marsico Simpson, Wealth Management Services employees' phone numbers or email addresses

Wechsler Marsico Simpson, Wealth Management Services Global Highlights

Location
Employees

Europe
2

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    2

North America
2

Minus sign iconPlus sign icon
  • United States Of America
    2

Wechsler Marsico Simpson, Wealth Management Services's Leadership

  • Stylized image of a person
    D. M.
    President
    Phone icon
  • Stylized image of a person
    D. M.
    Managing Partner
    Phone icon

Wechsler Marsico Simpson, Wealth Management Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Consultant
  • Accounting
  • Administrative
  • Other

Contact profiles from Wechsler Marsico Simpson, Wealth Management Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. M.
    Managing Partner
    Phone icon
    United StatesPennsylvania
    Sep 08, 2025
  • Stylized image of a person
    D. M.
    President
    Phone icon
    United StatesPennsylvania
    Feb 17, 2026

Frequently Asked Questions

What is Wechsler Marsico Simpson, Wealth Management Services known for?

Minus sign iconPlus sign icon
Wechsler Marsico Simpson, Wealth Management Services operates in the Financial Services industry. The company's main headquarters is located in 120 East State Street Media, Pennsylvania 19063 United States. Explore Wechsler Marsico Simpson, Wealth Management Services's company overview page for more information.

What is Wechsler Marsico Simpson, Wealth Management Services's most common email format?

Minus sign iconPlus sign icon
Wechsler Marsico Simpson, Wealth Management Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wechsler Marsico Simpson, Wealth Management Services email formats with LeadIQ.

How many employees does Wechsler Marsico Simpson, Wealth Management Services have currently?

Minus sign iconPlus sign icon
Wechsler Marsico Simpson, Wealth Management Services has approximately 11 employees as of December 2025. These team members are located across 2 continents, including EuropeNorth America.

Who are Wechsler Marsico Simpson, Wealth Management Services's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, Wechsler Marsico Simpson, Wealth Management Services's key employees include:

  • President: D. M.
  • Managing Partner: D. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.