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Tom Finley

Vice President Director of Operations at 9258 Wealth Management

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Email Email: t****@9258wealth.com

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

I love creative problem-solving. Throughout my career I have had different titles, but the bottom line of all of them is problem-solving. As an Operations Manager and Service Manager my...

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9258 WEALTH MANAGEMENT

9258 WEALTH MANAGEMENT

  • description Description
    Our goal is to provide a level of investment advisory intellect and service that will help you achieve your short-term and long-term goals, such as retirement planning and thoughtful wealth c...

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  • Employees count Employees 11-50
  • Revenue Revenue 10 Million to 25 Million
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9258 Wealth Management Org Chart and Mapping

Aams® Walter Lunsford

Aams® Walter Lunsford

Managing Partner, President, CEO

Employees
John Gehri

John Gehri

Financial Advisor

Scot Cone

Scot Cone

Executive Vice President

Mark Dickey

Mark Dickey

Executive Vice President, Tax Manager

Jennifer Bragg

Jennifer Bragg

Accountant/Bookkeeper

Ron Evans

Ron Evans

Executive Vice President, Director of Tax Services

Stacy Fox

Stacy Fox

Tax Manager

Eric Fessler

Eric Fessler

Portfolio Manager

Bill Groth

Bill Groth

Executive Vice President, Director - Estate Planning

Pete Bohrofen

Pete Bohrofen

Vice President - Investments

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Frequently Asked Questions Regarding Tom Finley

Answer: Tom Finley works for 9258 Wealth Management as Vice President Director of Operations

Answer: Tom Finley’s role in 9258 Wealth Management is Vice President Director of Operations

Answer: Tom Finley's email address is t***@gmail.com

Answer: Tom Finley's business email address is t****@9258wealth.com

Answer: Tom Finley’s direct phone number is (***)-***-****

Answer: Tom Finley works in the industry of: Financial Services

Answer: Tom Finley is the current Vice President Director of Operations at 9258 Wealth Management.... Read More

Answer: Tom Finley works 9258 Wealth Management located at 4420 Cooper Rd, Cincinnati, Ohio, 45242, United States

Answer: 9258 Wealth Management's Vice President Director of Operations is Tom Finley

Answer: Tom Finley contact details:

  • Phone number  :  (***)-***-****
  • Email  :  t****@9258wealth.com

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