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Naomi Mellos

Client Services Assistant at WWM Financial

  • LinkedIn

Email Email: n****@wwmfinancial.com

phone noPhone Number: (***)-***-****

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WWM FINANCIAL

WWM FINANCIAL

  • description Description
    We are an independent financial advisory firm with a team approach to providing financial planning solutions for high net worth individuals and families. With experience in the financial serv...

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  • Employees count Employees 1-10
  • Revenue Revenue 1 Million to 5 Million
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WWM Financial Org Chart and Mapping

Employees

Naomi Mellos

Client Services Assistant

Greg Carroll

Vice President - Wealth Advisor

Vincent Stefano

Portfolio Manager/Portfolio Advisor

Kerry Harmon

Chief Compliance Officer/Office Manager

Frequently Asked Questions Regarding Naomi Mellos

Answer: Naomi Mellos works for WWM Financial as Client Services Assistant

Answer: Naomi Mellos’s role in WWM Financial is Client Services Assistant

Answer: Naomi Mellos's email address is n***@gmail.com

Answer: Naomi Mellos's business email address is n****@wwmfinancial.com

Answer: Naomi Mellos’s direct phone number is (***)-***-****

Answer: Naomi Mellos works in the industry of: Financial Services

Answer: Naomi Mellos works WWM Financial located at 2131 Palomar Airport Rd, Carlsbad, California, 92011, United States

Answer: WWM Financial's Client Services Assistant is Naomi Mellos

Answer: Naomi Mellos contact details:

  • Phone number  :  (***)-***-****
  • Email  :  n****@wwmfinancial.com

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