Wymer Brownlee Wealth Strategies
Financial Services • 
16328 Muirfield Pl, Edmond, United States • 51-100 Employees
Company overview
| Headquarters | 16328 Muirfield Pl, Edmond, Oklahoma 73013, US |
| Phone number | +19728706000 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Services, Wealth Management, Tax & Accounting, Business Consulting |
| Founded | 1969 |
| Employees | 51-100 |
| Socials |
Key Contacts at Wymer Brownlee Wealth Strategies
Avadelle Hibbets
Chief Financial Officer And Executive Director Of Accounting Services
Nancy Roeming
Executive Director Of Human Resources
Crystal Harmon
Tax Director
Erica Shaloy
Tax Director
Wymer Brownlee Wealth Strategies Email Formats
Wymer Brownlee Wealth Strategies uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@wymerbrownlee.com), used 87% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@wymerbrownlee.com | 87% |
{first name}.{last name} | john.doe@wymerbrownlee.com | 13% |
About Wymer Brownlee Wealth Strategies
Wymer Brownlee Wealth Strategies is an integrated financial services firm with in-house wealth management, tax preparation, accounting and business consulting. We help families, individuals and businesses develop and follow through on clear, purposeful plans to achieve their goals – financial or otherwise. As an independent firm, we’re not driven by sales quotas or commissions; our financial plans are tailored to each client’s unique needs. With humble roots as a tax and accounting firm, Wymer Brownlee was founded in Fairview, Oklahoma in 1969. After years of operating out of a converted garage, we expanded into Enid before taking on Bartlesville, Tulsa, Oklahoma City, and Perry. Now with a holistic service offering, seven offices and more than 50 employees across the state, we’re no stranger to hard work. We believe our business is not about the money. It’s about helping clients build richer lives by accumulating the assets that truly hold value – purpose, relationships and life experiences. It’s our “why” to help you find yours. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Wymer Brownlee Wealth Strategies revenue & valuation
| Annual revenue | $21,200,000 |
| Revenue per employee | $386,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $67,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Wymer Brownlee Wealth Strategies has 36 employees across 6 departments.
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Number of employees
Funding Data
Wymer Brownlee Wealth Strategies has never raised funding before.
Wymer Brownlee Wealth Strategies Tech Stack
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Frequently asked questions
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