IB Wealth Management
Located at all Independent Bank locations; our Wealth Management Team is committed to helping individuals, corporations, small businesses and municipalities achieve their unique goals, while also deve...load more
IB Wealth Management's Basic Information
Industry
Financial Services
Headcount
11 - 50 ( View All )
Specialties
Financial PlanningInvestment PlanningEmployee Sponsored PlansAdvisoryCustomer ServiceLong Term CareEstate PlanningBusiness SuccessionTax Relief PlanningRisk ManagementPortfoliosLife InsuranceAnnuitiesEducation SavingRetirement Income
IB Wealth Management's Competitors
Boutelle Agency
View all employeesVertex11
View all employeesPine State Regional Center
View all employeesEmployee Insights
IB Wealth Management's Top Employees
Arisa Petersen
Senior Sales Associate
Phone Email
Ray Pape
Vice President AND Senior Investment Executive
Phone Email
Saundra Howard
Assistant Vice President AND Senior Investment Executive
Phone Email
Shelly Mceown
AVP, Senior Designated Supervisor
Phone Email
Frequently Asked Questions Regarding IB Wealth Management
How many employees does IB Wealth Management have?
IB Wealth Management has 11 - 50 employees.
What is IB Wealth Management's official website?
IB Wealth Management's official website is http://ibwealthmanagement.com
What industry does IB Wealth Management belong to?
IB Wealth Management is in the industry ofFinancial Services
What does IB Wealth Management do?
Located at all Independent Bank locations; our Wealth Management Team is committed to helping individuals, corporations, small businesses and municipalities achieve their unique goals, while also deve...
What specialty does IB Wealth Management have?
Financial PlanningInvestment PlanningEmployee Sponsored PlansAdvisoryCustomer ServiceLong Term CareEstate PlanningBusiness SuccessionTax Relief PlanningRisk ManagementPortfoliosLife InsuranceAnnuitiesEducation SavingRetirement Income
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