Whelan Financial Corp Employee Directory

Financial ServicesVirginia, United States11-50 Employees

Whelan Financial Corp operates in the financial services sector and is based in Charlottesville, Virginia. The company provides financial services tailored to its clients, with a focus on a local market, and has announced initiatives such as a new service offering launched in 2024. Its leadership has spanned nearly four decades, with recent news noting the planned retirement of its long-time head at the end of 2026, signaling a potential period of strategic transition for the firm. Located in the Charlottesville area, the firm serves a client base that benefits from its financial expertise and local presence. The organization has engaged in community collaborations in the past, such as partnerships during holiday seasons, reflecting some level of community involvement alongside its service delivery.

Find Whelan Financial Corp employees' phone numbers or email addresses

Whelan Financial Corp Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

Whelan Financial Corp's Leadership

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    K. S.
    Chief Administrative Officer
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  • Stylized image of a person
    S. D.
    Senior Investment Advisor | Director Of Trading
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  • Stylized image of a person
    J. A.
    Office Manager
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  • Stylized image of a person
    A. G.
    Executive Assistant
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  • Stylized image of a person
    H. T.
    Client Services Assistant
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  • Stylized image of a person
    S. H.
    Client Service Specialist
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Contact profiles from Whelan Financial Corp

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. S.
    Chief Administrative Officer
    Phone icon
    UNITED STATES
    Oct 21, 2024
  • Stylized image of a person
    S. D.
    Senior Investment Advisor | Director Of Trading
    Phone icon
    Jul 29, 2024
  • Stylized image of a person
    J. A.
    Office Manager
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    A. G.
    Executive Assistant
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    H. T.
    Client Services Assistant
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    S. H.
    Client Service Specialist
    Phone icon
    UNITED STATES
    Aug 04, 2023

Frequently Asked Questions

What is Whelan Financial Corp known for?

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Whelan Financial Corp operates in the Financial Services industry. The company's main headquarters is located in 255 Farmington Drive Charlottesville, Virginia 22901 United States; you can contact the main corporate office by phone at . Explore Whelan Financial Corp's company overview page for more information.

What is Whelan Financial Corp's most common email format?

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

How many employees does Whelan Financial Corp have currently?

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Whelan Financial Corp has approximately 11 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Whelan Financial Corp's key employees and leadership?

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As of January 2026, Whelan Financial Corp's key employees include:

  • Chief Administrative Officer: K. S.
  • Senior Investment Advisor | Director Of Trading: S. D.
  • Office Manager: J. A.
  • Executive Assistant: A. G.
  • Client Services Assistant: H. T.

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