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Selective Wealth Management Employee Directory

Financial ServicesVirginia, United States2-10 Employees

Selective Wealth Management is an investment advisory firm dedicated to helping clients secure their financial futures through investment expertise. Selective Wealth Management meets the needs of both individuals and institutions through various investment options such as 401Ks, IRAs, and Coverdell Education Saving Accounts.

Find Selective Wealth Management employees' phone numbers or email addresses

Selective Wealth Management Global Highlights

Location
Employees

North America
13

Minus sign iconPlus sign icon
  • United States Of America
    13

Selective Wealth Management's Leadership

  • Stylized image of a person
    M. S.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. T.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. T.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. S.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. W.
    Director Of Operations & Business Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. N.
    Lead Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. L.
    Investment Advisor Representative
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. K.
    Investment Advisor Representative
    Phone icon
    Mobile Phone

Selective Wealth Management Employee Metrics

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

Contact profiles from Selective Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. T.
    Partner
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 08, 2026
  • Stylized image of a person
    M. T.
    Partner
    Phone icon
    Mobile Phone
    United StatesVirginia
    Jun 04, 2026
  • Stylized image of a person
    M. S.
    Chief Executive Officer
    Phone icon
    Mobile Phone
    UNITED STATES
    Jan 11, 2023
  • Stylized image of a person
    N. S.
    Owner
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    R. W.
    Director Of Operations & Business Development
    Phone icon
    Mobile Phone
    United StatesVirginia
    Mar 26, 2026
  • Stylized image of a person
    D. N.
    Lead Advisor
    Phone icon
    Mobile Phone
    United StatesVirginia
    Jun 04, 2026
  • Stylized image of a person
    B. L.
    Investment Advisor Representative
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Mar 26, 2026
  • Stylized image of a person
    S. K.
    Investment Advisor Representative
    Phone icon
    Mobile Phone
    United StatesVirginia
    Jun 04, 2026
  • Stylized image of a person
    T. T.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 04, 2026
  • Stylized image of a person
    C. B.
    Client Operations Specialist
    Phone icon
    Mobile Phone
    United StatesVirginia
    Mar 26, 2026

Frequently Asked Questions

What is Selective Wealth Management known for?

Minus sign iconPlus sign iconSelective Wealth Management was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 1149 Vista Park Drive Unit d Forest, Virginia 24551 United States; you can contact the main corporate office by phone at
+1-434-338-****
. Explore Selective Wealth Management's company overview page for more information.

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

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

How many employees does Selective Wealth Management have currently?

Minus sign iconPlus sign iconSelective Wealth Management has approximately 10 employees as of June 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of June 2026, Selective Wealth Management's key employees include:

  • Chief Executive Officer: M. S.
  • Partner: M. T.
  • Partner: M. T.
  • Owner: N. S.
  • Director Of Operations & Business Development: R. W.

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