Al Sears Email & Phone Number
Chief Executive Officer, Co-Founder @ Parkwoods Wealth Partners
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Al Sears Location
- St. Louis, MO, US
Al Sears Work
- Chief Executive Officer, Co-Founder @ (August 2024 - Present)
- Vice President @ (August 2018 - June 2024)
- Board of Directors, Treasurer and Chair of Finance Committee @ Employment Connection (January 2010 - September 2023)
- President @ BAM Advisor Services (January 2012 - March 2018)
- President @ BAM Advisor Services (January 2003 - December 2014)
- Director - Fixed Income Services @ BAM Advisor Services (January 2007 - December 2012)
- Board Member @ (December 2009 - March 2018)
- Chief Operating Officer @ (January 2015 - October 2017)
- Member @ Missouri State Treasurer Investment Advisor Council (March 2012 - January 2017)
Al Sears Education
- University of Massachusetts, Amherst
BA (Economics)
Al Sears Skills
- Asset Allocation
- Asset Management
- Finance
- Financial Advisory
- Fixed Income
- Investment Management
- Investment Strategies
- Investments
- Management
- Portfolio Management
- Strategic Financial Planning
- Training
- Wealth Management
- Strategic Financial
Al Sears Summary
- Al Sears, based in St. Louis, MO, US, is currently a Chief Executive Officer, Co-Founder at Parkwoods Wealth Partners, LLC. Al Sears brings experience from previous roles at Dimensional Fund Advisors, Employment Connection and BAM Advisor Services. Al Sears holds a BA in Economics @ University of Massachusetts, Amherst. With a robust skill set that includes Asset Allocation, Asset Management, Finance, Financial Advisory, Fixed Income and more. Al Sears has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Parkwoods Wealth Partners Employees
Robert French
Chief Investment Officer and Head of Marketing
Portland, ME, US
Al Sears
Chief Executive Officer, Co-Founder
St. Louis, MO, US
Eddy Lux
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Carmel, IN, US
Kevin Reilly
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Charlotte, NC, US
Josh Brumbaugh
Wealth Advisor and CPA at Parkwoods Wealth Partners
Indianapolis, IN, US
April Mueller
Director Client Service and Integrations
Syracuse, NY, US
Ted Goodyear
Financial Planner
Tucson, AZ, US
Terry Donahe
Senior Wealth Advisor and Shareholder
Lake Oswego, OR, US
Jay Bumbalough
Shareholder Parkwoods Wealth Partners
New Castle, IN, US
Ed Edwin
Chief Operating Officer and Co-Founder
St. Louis, MO, US
Josh Schlagel
Accountant; Shareholder
New Castle, IN, US
Michael Prince
Head of Office Integration and Client Service
St. Louis, MO, US
Cole Wheeler
Wealth Advisor
Houston, TX, US
Chris Gardner
Wealth Advisor and Founder
Skaneateles, NY, US
Jeff Campbell
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Skaneateles, NY, US
John Resurreccion
Head of Retirement Plan Services
Austin, TX, US
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