Blue Ridge Wealth Planners Employee Directory

Q: What is Blue Ridge Wealth Planners known for?

Blue Ridge Wealth Planners was founded in 2004. Blue Ridge Wealth Planners operates in the Financial Services industry.

Q: How many employees does Blue Ridge Wealth Planners have currently?

Blue Ridge Wealth Planners has approximately 11 employees.

Financial ServicesUnited States11-50 Employees

Our mission is to empower retirees and pre-retirees in East Tennessee and beyond to life fulfilling and financially confident lifestyles.

Investment advisory services offered through Blue Ridge Wealth Planners, an SEC registered investment advisor. Registration as an investment adviser does not imply a certain level of skill or training.

Find Blue Ridge Wealth Planners employees' phone numbers or email addresses

Blue Ridge Wealth Planners Global Highlights

North America
17

United States Of America
17

Blue Ridge Wealth Planners's Leadership

B. F.
Managing Director
Mobile Phone
Email
J. H.
Portfolio Manager
Mobile Phone
Email
Z. H.
Portfolio Manager
Mobile Phone
Email
C. M.
Senior Wealth Planner
Mobile Phone
Email
M. S.
Wealth Coordinator
Mobile Phone
Email
J. M.
Wealth Planner
Mobile Phone
Email
O. M.
Executive Assistant
Mobile Phone
Email
J. L.
Wealth Coordinator
Mobile Phone
Email

Contact profiles from Blue Ridge Wealth Planners

Name

Title

Contact Info

Location

Last Update

B. F.
Managing Director
Mobile Phone
Email
United StatesTennessee
Aug 01, 2025
J. H.
Portfolio Manager
Mobile Phone
Email
United StatesTennessee
Nov 12, 2025
Z. H.
Portfolio Manager
Mobile Phone
Email
United StatesTennessee
Aug 14, 2025
C. M.
Senior Wealth Planner
Mobile Phone
Email
United StatesTennessee
Jul 17, 2025
M. S.
Wealth Coordinator
Mobile Phone
Email
United StatesTennessee
Oct 26, 2025
J. M.
Wealth Planner
Mobile Phone
Email
United StatesTennessee
Aug 09, 2025
O. M.
Executive Assistant
Mobile Phone
Email
United StatesTennessee
Oct 22, 2025
J. L.
Wealth Coordinator
Mobile Phone
Email
United StatesTennessee
Jun 18, 2025
K. R.
Client Relationship Specialist
Mobile Phone
Email
Aug 10, 2025
J. N.
Operations
Mobile Phone
Email
United StatesTennessee
Oct 25, 2025

Frequently Asked Questions

What is Blue Ridge Wealth Planners known for?

Blue Ridge Wealth Planners was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 9725 Cogdill Road, Suite 101 Knoxville, Tennessee 37932, US; you can contact the main corporate office by phone at

+1-865-392-****

. Explore Blue Ridge Wealth Planners's company overview page for more information.

What is Blue Ridge Wealth Planners's most common email format?

Blue Ridge Wealth Planners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Blue Ridge Wealth Planners email formats with LeadIQ.

How many employees does Blue Ridge Wealth Planners have currently?

Blue Ridge Wealth Planners has approximately 11 employees as of May 2025. These team members are located across 1 continents, including North America.

Who are Blue Ridge Wealth Planners's key employees and leadership?

As of May 2025, Blue Ridge Wealth Planners's key employees include:

Managing Director: B. F.
Portfolio Manager: J. H.
Portfolio Manager: Z. H.
Senior Wealth Planner: C. M.
Wealth Coordinator: M. S.

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