Wye Financial Partners Email Formats

Investment Management • Easton, Maryland, United States • 1-10 Employees

Wye Financial Partners Email Formats

Wye Financial Partners uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@shoreunitedbank.com), used 83.3% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@shoreunitedbank.com	83.3%
{first name}.{last name}	john.doe@shoreunitedbank.com	16.7%

Key Contact at Wye Financial Partners

Lora Davis

Vice President, LPL Financial Advisor

Company overview

Headquarters	30 E Dover St, Easton, Maryland 21601, US
Phone number	+18888206840
Website	shoreunitedbank.com
NAICS	5231
Keywords	Retirement Planning, Fiduciary Services, Wealth Transfer, Financial Planning, Estate Planning, Tax Efficiency, Trust Services
Founded	2002
Employees	1-10

About Wye Financial Partners

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA and SIPC). Insurance products are offered through LPL or its licensed affiliates. Shore United Bank N.A. and Wye Financial Partners are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wye Financial Partners and may also be employees of Shore United Bank N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Shore United Bank N.A. or Wye Financial Partners. Securities and insurance offered through LPL, or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value. This communication is strictly intended for individuals residing in the state(s) of AL, AZ, CA, CO, CT, DE, DC, FL, GA, IN, KY, ME, MD, MA, MI, NJ, NY, NC, OH, PA, RI, SC, SD, TX, VA, WA and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Vice President

Intern

Employees by Department

Wye Financial Partners has 6 employees across 1 departments.

Departments

Number of employees

Funding Data

Wye Financial Partners has never raised funding before.

Frequently asked questions

Wye Financial Partners is located in Easton, Maryland, US.

You can reach Wye Financial Partners at +18888206840.

Wye Financial Partners was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

Wye Financial Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Wye Financial Partners

Lora Davis

Vice President, LPL Financial Advisor

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