FNA Wealth Management Employee Directory

Q: What is FNA Wealth Management known for?

FNA Wealth Management was founded in 1972. FNA Wealth Management operates in the Financial Services industry.

Q: How many employees does FNA Wealth Management have currently?

FNA Wealth Management has approximately 12 employees.

Financial ServicesOhio, United States11-50 Employees

We guide our clients through their financial journey with personalized attention and tailored solutions that aim to deliver comprehensive strategies for enhancing wealth and preserving legacies.  From complex estate planning to optimizing portfolios, we’re dedicated to empowering our clients to thrive financially. Like a good coach, it's the best we can do: To take you where you can't take yourself. 

Advisory services offered through Beacon Financial Advisory, LLC, Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.com FNA Wealth Management, LLC/Beacon Financial Advisory LLC and the above firms are independent and non-affiliated.

Find FNA Wealth Management employees' phone numbers or email addresses

FNA Wealth Management Global Highlights

North America
12

United States Of America
12

FNA Wealth Management's Leadership

J. H.
Client Service Assistant
Mobile Phone
Email
T. K.
Client Services
Mobile Phone
Email
S. L.
Registered Representative
Mobile Phone
Email
S. P.
Registered Representative
Mobile Phone
Email

FNA Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Program & Project Management
Accounting
Administrative
Analytics
Other

Contact profiles from FNA Wealth Management

Name

Title

Contact Info

Location

Last Update

J. H.
Client Service Assistant
Mobile Phone
Email
Oct 19, 2025
T. K.
Client Services
Mobile Phone
Email
Feb 16, 2026
S. L.
Registered Representative
Mobile Phone
Email
United States
Feb 16, 2026
S. P.
Registered Representative
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is FNA Wealth Management known for?

FNA Wealth Management was founded in 1972 operates in the Financial Services industry. The company's main headquarters is located in 2214 Enterprise Parkway East Twinsburg, Ohio 44087 United States. Explore FNA Wealth Management's company overview page for more information.

What is FNA Wealth Management's most common email format?

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

How many employees does FNA Wealth Management have currently?

FNA Wealth Management has approximately 12 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are FNA Wealth Management's key employees and leadership?

As of February 2026, FNA Wealth Management's key employees include:

Client Service Assistant: J. H.
Client Services: T. K.
Registered Representative: S. L.
Registered Representative: S. P.

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