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Michael Widling

Technology Associate at Mission Wealth

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MISSION WEALTH

MISSION WEALTH

  • description Description
    Mission Wealth is a premier wealth and investment management firm. As a Virtual Family Office, we act on behalf of our clients as their Wealth Strategist focusing on Portfolio design and impl...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Mission Wealth Org Chart and Mapping

Matthew Adams

CEO & Managing Partner

Employees

Brad Stark

Founder and Chief Compliance Officer

Michelle Winkles

Partner and Chief Marketing Officer

Claudia Arnold

Partner & Senior Wealth Advisor

Tricia Fahnoe

Partner and Client Advisor

Jasmine Enriquez

Client Service Representative

Blanca Vega

Human Resources Specialist

Cole Haddock

Wealth Advisor Associate

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  • Phone number  :  (***)-***-****
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