Insight Wealth Partners, LLC
Plano, TX
We have found information with phone and email addresses about the company Insight Wealth Partners, based in 3333 Premier Dr SUITE 800, Plano, TX 75023, TX. The company works in the Investment Management industry. This business is connected with these specialties: Wealth Management, Retirement Planning, Estate Planning, and Investment Management. Phone numbers, email addresses and other contact information for the company and Member, Managing Partner David S Dryden can be found on our website.
Company Details
Last Update
Jul 14, 2022
Doing business as
Insight Wealth Partners, LC
Insight Wealth Partners
Insight Wealth Partners, LLC
Location
3333 Premier Dr SUITE 800, Plano, TX 75023
Phone
(***) ***-4800
(***) ***-4801
Industry
Investment Management
Category
Retirement Planning Service
Estate Planning & Management
Financial Services
Investment Securities
Specialties
Wealth Management
Retirement Planning
Estate Planning
Investment Management
Founded
2010
Number of Employee
11-50 employees
NAICS
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Decision Makers
Kathy Dacey
Office Administrator
Travis D Carter
Member, Partner
Employees
Chris Weatherly
Associate Financial Advisor
Kaitlynn Bush
Administrative Assistant
Margaret Orozco
Receptionist And Administrative Support
Jackie D Black
Registered Client Service Associate - Stifel
Angela Trout
Client Concierge
David S. Dryden
Manager
Wayne Smith Iii
Member, Partner
Katy Culver
Client Concierge
Chad Lowe
Partner
Michael C Lowe
Member
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