LeadIQ logo
Learn more at LeadIQ.com

Wymer Brownlee Wealth Strategies Employee Directory

Financial ServicesOklahoma, United States51-200 Employees

Wymer Brownlee Wealth Strategies is an integrated financial services firm that combines in-house wealth management with tax preparation, accounting, and business consulting. It serves families, individuals, and businesses by helping them develop and carry out clear, purposeful plans to achieve financial and other goals. As an independent firm, it emphasizes tailored plans rather than sales quotas or commissions.

The firm traces its roots to a tax and accounting practice founded in Fairview, Oklahoma in 1969 and expanded over time to Enid, Bartlesville, Tulsa, and Oklahoma City. It now operates from Edmond, Oklahoma, with seven offices and more than fifty employees across the state. Securities are offered through Cetera Wealth Services LLC, member FINRA/SIPC, and advisory services through Cetera Investment Advisers LLC; Cetera is under separate ownership from Wymer Brownlee.

Find Wymer Brownlee Wealth Strategies employees' phone numbers or email addresses

Wymer Brownlee Wealth Strategies Global Highlights

Location
Employees

North America
81

Minus sign iconPlus sign icon
  • United States Of America
    81

Wymer Brownlee Wealth Strategies's Leadership

  • Stylized image of a person
    S. B.
    CFO
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. H.
    Chief Financial Officer And Executive Director Of Accounting Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Chief People Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. B.
    Senior Wealth Advisor; Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. R.
    Executive Director Of Human Resources
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. H.
    Tax Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. R.
    Director Of Information Technology
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. S.
    Tax Director
    Phone icon
    Mobile Phone

Wymer Brownlee Wealth Strategies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Human Resources
  • Information Technology
  • Other

Contact profiles from Wymer Brownlee Wealth Strategies

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. V. C.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Mar 10, 2026
  • Stylized image of a person
    K. Z.
    Paraplanner
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Jun 08, 2026
  • Stylized image of a person
    B. J.
    Tax Advisor
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Jun 02, 2026
  • Stylized image of a person
    N. F.
    Associate Financial Advisor
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Jun 08, 2026
  • Stylized image of a person
    B. L.
    Accounting Advisor
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Mar 16, 2026
  • Stylized image of a person
    C. D.
    Accountant/ Tax Advisor
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Mar 16, 2026
  • Stylized image of a person
    S. D.
    Tax Advisor
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Mar 24, 2026
  • Stylized image of a person
    L. B.
    Tax Advisor
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Dec 15, 2025
  • Stylized image of a person
    M. H.
    Tax Advisor
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Jun 02, 2026
  • Stylized image of a person
    A. W.
    Tax Advisor
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Mar 16, 2026

Frequently Asked Questions

What is Wymer Brownlee Wealth Strategies known for?

Minus sign iconPlus sign iconWymer Brownlee Wealth Strategies was founded in 1969 operates in the Financial Services industry. The company's main headquarters is located in 16328 Muirfield Place Edmond, Oklahoma 73013 United States; you can contact the main corporate office by phone at
+1-580-237-****
. Explore Wymer Brownlee Wealth Strategies's company overview page for more information.

What is Wymer Brownlee Wealth Strategies's most common email format?

Minus sign iconPlus sign iconWymer Brownlee Wealth Strategies employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wymer Brownlee Wealth Strategies email formats with LeadIQ.

How many employees does Wymer Brownlee Wealth Strategies have currently?

Minus sign iconPlus sign iconWymer Brownlee Wealth Strategies has approximately 52 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Wymer Brownlee Wealth Strategies's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Wymer Brownlee Wealth Strategies's key employees include:

  • CFO: S. B.
  • Chief Financial Officer And Executive Director Of Accounting Services: A. H.
  • Chief People Officer: J. H.
  • Senior Wealth Advisor; Ceo: K. B.
  • Executive Director Of Human Resources: N. R.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

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.