Strategic Wealth Specialists
Financial Services • 
Mobile, Alabama, United States • 51-100 Employees
Company overview
| Headquarters | 1110 Montlimar Dr, STE 420, Mobile, Alabama 36609, US |
| Phone number | +12022135003 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2012 |
| Employees | 51-100 |
| Socials |
Key Contacts at Strategic Wealth Specialists
Mandy Griffin
Director Of Recruiting
Kurt Rahe
Managing Director
Tim Heath
Managing Director
Hannah Lyon
Recruiting Director
Kelly Woody
Chief Operating Officer Sws, Director Of Finance Strategic Wealth Network
Strategic Wealth Specialists Email Formats
Strategic Wealth Specialists uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@strategicwealthspecialists.com), used 90% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@strategicwealthspecialists.com | 90% |
{first initial}.{last name} | j.doe@strategicwealthspecialists.com | 10% |
About Strategic Wealth Specialists
We are a financial firm that provides "light and truth" in the community for personal and business finances. Using The Living Balance Sheet®, we assist our clients in building long term financial independence. Our most important job is providing financial security and an abundant life for those we serve. Strategic Wealth Specialists, LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 3664 Coolidge Ct. Tallahassee, FL 32311, ph# 850.562.9075. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY.© Copyright 2005-2023 Guardian 2023-155102 Exp 5/25
Strategic Wealth Specialists revenue & valuation
| Annual revenue | $5,475,520 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $17,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Strategic Wealth Specialists has 44 employees across 6 departments.
Departments
Number of employees
Funding Data
Strategic Wealth Specialists has never raised funding before.
Strategic Wealth Specialists Tech Stack
Discover the technologies and tools that power Strategic Wealth Specialists's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
Search engines
Security
JavaScript libraries
Tag managers
Hosting
Marketing automation
Security
JavaScript libraries
Miscellaneous
Analytics
South Africa
Belgium
Netherlands
Frequently asked questions
4.8
40,000 users
