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Alina Urzua

Investment Advisor Assistant at Axxcess Wealth Management

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AXXCESS WEALTH MANAGEMENT

AXXCESS WEALTH MANAGEMENT

  • description Description
    The purpose of our firm is to deliver wealth management advice, investment management services, and capital allocation strategy to family offices, business owners, and high net worth clients....

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  • Employees count Employees 11-50
  • Revenue Revenue 1 Million to 5 Million
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Axxcess Wealth Management Org Chart and Mapping

Employees

Vanessa Turner

Director of Platform Marketing

Mariah Wisely

Financial Advisor - Associate Director of Retirement Services

Robert Mulreaney

Director of Investment Operations Intern

Ana Cpma and Cpco

Associate Billing Director

Megan Haviland

Project Manager Assoicate

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  • Phone number  :  (***)-***-****
  • Email  :  u****@axxcesswealth.com

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