Financial Harvest Wealth Advisors Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Financial Harvest Wealth Advisors is a financial services firm headquartered in Winter Park, Florida. It functions as a registered investment advisor offering a comprehensive suite of wealth management services. The firm serves more than 200 families, helping them preserve wealth and maintain independence and autonomy in changing environments so they can focus on what matters most. The company aims to enable clients to engage with their families and communities to influence future generations. In 2025, the firm expanded its team with new members Nici Halweg and Samson Streachek.

Find Financial Harvest Wealth Advisors employees' phone numbers or email addresses

Financial Harvest Wealth Advisors Global Highlights

Location
Employees

North America
19

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  • United States Of America
    19

Asia
2

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  • Singapore
    1
  • India
    1

Financial Harvest Wealth Advisors's Leadership

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    D. W.
    Founder & Ceo
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    L. E. C.
    Director Of Operations At Financial Harvest Wealth Advisors
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    L. A.
    Investment Advisor & Portfolio Manager
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    D. P.
    Relationship Manager
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    T. L.
    Relationship Manager
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    K. H. W.
    Principal
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    K. W.
    Wealth Strategist
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    D. B.
    Associate Wealth Advisor
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Financial Harvest Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Financial Harvest Wealth Advisors

Name
Title
Contact Info
Location
Last Update
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    L. B.
    Assistant
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    United StatesFlorida
    Dec 04, 2025
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    J. M.
    Associate Advisor & Portfolio Manager
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    United StatesFlorida
    Apr 16, 2026

Frequently Asked Questions

What is Financial Harvest Wealth Advisors known for?

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Financial Harvest Wealth Advisors operates in the Financial Services industry. The company's main headquarters is located in 1091 West Morse Boulevard Winter Park, Florida 32789 United States. Explore Financial Harvest Wealth Advisors's company overview page for more information.

What is Financial Harvest Wealth Advisors's most common email format?

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

How many employees does Financial Harvest Wealth Advisors have currently?

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Financial Harvest Wealth Advisors has approximately 15 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Financial Harvest Wealth Advisors's key employees and leadership?

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As of June 2026, Financial Harvest Wealth Advisors's key employees include:

  • Founder & Ceo: D. W.
  • Director Of Operations At Financial Harvest Wealth Advisors: L. E. C.
  • Investment Advisor & Portfolio Manager: L. A.
  • Relationship Manager: D. P.
  • Relationship Manager: T. L.

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