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Windsor Wealth Management Employee Directory

Financial ServicesIndiana, United States11-50 Employees

Windsor Wealth Management is a financial services firm headquartered in Indianapolis, Indiana, at 500 East 96th Street, 46240 United States. It is registered as an investment adviser with the U.S. Securities and Exchange Commission and has notice filings in Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Michigan, New Jersey, New York, Ohio, Oregon, Tennessee, Texas, Vermont, and Virginia. The company is affiliated with Windsor Financial Services, and securities are offered through Crown Capital Securities, L.P., a registered broker/dealer and member of FINRA and SIPC. The firm employs between 11 and 50 people, and its revenue is reported in the range of $1 million to $10 million. The firm maintains a website at https://windsorwealth.com.

Find Windsor Wealth Management employees' phone numbers or email addresses

Windsor Wealth Management Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Oceania
1

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  • New Zealand
    1

Windsor Wealth Management's Leadership

  • Director Of Client Services at Windsor Wealth Management
    K. B.
    Director Of Client Services
    Mobile Phone
  • Client Service Manager at Windsor Wealth Management
    R. S.
    Client Service Manager
    Mobile Phone
  • Senior Consultant at Windsor Wealth Management
    B. D.
    Senior Consultant
    Mobile Phone
  • Principal at Windsor Wealth Management
    H. J.
    Principal
    Mobile Phone
  • Senior Wealth Advisor at Windsor Wealth Management
    M. W.
    Senior Wealth Advisor
    Mobile Phone
  • Certified Financial Planner at Windsor Wealth Management
    C. J.
    Certified Financial Planner
    Mobile Phone

Windsor Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Windsor Wealth Management

Name
Title
Contact
Location
Last Update
  • Director Of Client Services at Windsor Wealth Management
    K. B.
    Director Of Client Services
    Mobile Phone
    Oct 22, 2024
  • Client Service Manager at Windsor Wealth Management
    R. S.
    Client Service Manager
    Mobile Phone
    Oct 17, 2024
  • Senior Consultant at Windsor Wealth Management
    B. D.
    Senior Consultant
    Mobile Phone
    Oct 21, 2024
  • Principal at Windsor Wealth Management
    H. J.
    Principal
    Mobile Phone
    Oct 21, 2024
  • Senior Wealth Advisor at Windsor Wealth Management
    M. W.
    Senior Wealth Advisor
    Mobile Phone
    Aug 05, 2024
  • Certified Financial Planner at Windsor Wealth Management
    C. J.
    Certified Financial Planner
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Windsor Wealth Management known for?

Minus sign iconPlus sign iconWindsor Wealth Management was founded in 1986 and operates in the Financial Services industry. You can contact Windsor Wealth Management's main corporate office by phone at
+1-317-848-****
. Explore Windsor Wealth Management's company overview page for more information.

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

Minus sign iconPlus sign iconWindsor Wealth Management employees' email format typically follows the pattern of FLast@windsorwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Windsor Wealth Management email formats with LeadIQ.

How many employees does Windsor Wealth Management have currently?

Minus sign iconPlus sign iconWindsor Wealth Management has approximately 15 employees as of July 2026. These team members are located across 3 continents, including North America, Europe and Oceania.

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

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As of July 2026, Windsor Wealth Management's key employees include:

  • Director Of Client Services: K. B.
  • Client Service Manager: R. S.
  • Senior Consultant: B. D.
  • Principal: H. J.
  • Senior Wealth Advisor: M. W.

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