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PIVOT Wealth & Insurance Strategies, LLC Employee Directory

Consumer ServicesTexas, United States2-10 Employees

PIVOT Wealth & Insurance Strategies, LLC operates in the consumer services sector and is based in San Antonio, Texas. The firm provides financial, protection, and investment planning, including life insurance, retirement savings options, strategies to manage extended-care costs, and lifetime income planning for individuals and businesses. 

Rebecca Gorrell leads the firm and coordinates products and services through relationships with New York Life Insurance Company and NYLIFE Securities LLC, while offering investment advisory services through Eagle Strategies LLC. The organization targets individuals and businesses seeking guidance through pivotal changes in their financial, protection, and retirement strategies. Its central contact point is in San Antonio, with a toll-free number for inquiries, and it clarifies that it is not owned or operated by New York Life.

Find PIVOT Wealth & Insurance Strategies, LLC employees' phone numbers or email addresses

PIVOT Wealth & Insurance Strategies, LLC Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

PIVOT Wealth & Insurance Strategies, LLC's Leadership

  • Stylized image of a person
    T. S.
    Chief Marketing And Operations Officer
    Phone icon
    Mobile Phone

PIVOT Wealth & Insurance Strategies, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Retail
  • Other

Contact profiles from PIVOT Wealth & Insurance Strategies, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. S.
    Chief Marketing And Operations Officer
    Phone icon
    Mobile Phone
    Jul 17, 2025

Frequently Asked Questions

What is PIVOT Wealth & Insurance Strategies, LLC known for?

Minus sign iconPlus sign iconPIVOT Wealth & Insurance Strategies, LLC was founded in 2006 operates in the Consumer Services industry; you can contact the main corporate office by phone at
+1-913-661-****
. Explore PIVOT Wealth & Insurance Strategies, LLC's company overview page for more information.

What is PIVOT Wealth & Insurance Strategies, LLC's most common email format?

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

How many employees does PIVOT Wealth & Insurance Strategies, LLC have currently?

Minus sign iconPlus sign iconPIVOT Wealth & Insurance Strategies, LLC has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are PIVOT Wealth & Insurance Strategies, LLC's key employees and leadership?

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As of August 2026, PIVOT Wealth & Insurance Strategies, LLC's key employees include:

  • Chief Marketing And Operations Officer: T. S.

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