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Medallion Wealth Advisors, LLC Employee Directory

Investment ManagementConnecticut, United States2-10 Employees

Medallion Wealth Advisors is an independent investment advisory firm based in Farmington, Connecticut. It provides guidance, research, and service to clients, guided by values such as integrity, discretion, transparency, objectivity, and proactive communication. The firm emphasizes a client-centered, collaborative approach to advice, seeking to understand each client's lifestyle, needs, and aspirations. The team brings experience across asset allocation, portfolio management, elder estate preservation, retirement planning, and college funding. It coordinates all aspects of a client's financial life—including investments, taxes, insurance, benefits, and estate plans—to provide coordinated guidance. When appropriate, the firm collaborates with a client's accountant or attorney or connects them with external resources to ensure comprehensive advice.

Find Medallion Wealth Advisors, LLC employees' phone numbers or email addresses

Medallion Wealth Advisors, LLC Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Africa
1

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  • Nigeria
    1

Medallion Wealth Advisors, LLC's Leadership

  • Stylized image of a person
    J. M.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. S.
    Investment Advisor Representative
    Phone icon
    Mobile Phone

Medallion Wealth Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Community & Social Services

Contact profiles from Medallion Wealth Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. M.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    M. S.
    Investment Advisor Representative
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Medallion Wealth Advisors, LLC known for?

Minus sign iconPlus sign iconMedallion Wealth Advisors, LLC was founded in 2010 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-860-255-****
. Explore Medallion Wealth Advisors, LLC's company overview page for more information.

What is Medallion Wealth Advisors, LLC's most common email format?

Minus sign iconPlus sign iconMedallion Wealth Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Medallion Wealth Advisors, LLC email formats with LeadIQ.

How many employees does Medallion Wealth Advisors, LLC have currently?

Minus sign iconPlus sign iconMedallion Wealth Advisors, LLC has approximately 9 employees as of July 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Medallion Wealth Advisors, LLC's key employees and leadership?

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As of July 2026, Medallion Wealth Advisors, LLC's key employees include:

  • Chief Compliance Officer: J. M.
  • Investment Advisor Representative: M. S.

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