CollaborativeWEALTH® employs 15 employees. The CollaborativeWEALTH® management team includes Thomas Pratt (Wealth Advisor), Shawn Smith (Wealth Advisor), and Tricia Schwartz (Chief Administrative Officer (CAO)).
Looking for a particular CollaborativeWEALTH® employee's phone or email?
Top CollaborativeWEALTH® Management Employees
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Thomas Pratt
Wealth Advisor at CollaborativeWEALTH®
Saint Cloud, FL, US35+ -
Shawn Smith
Wealth Advisor at CollaborativeWEALTH®
Orlando, FL, US11 -
11
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Benjamin Sullivan
Wealth Planner at CollaborativeWEALTH®
Lake Mary, FL, US1 -
Jaren Holmes
Compliance Associate at CollaborativeWEALTH®
Houston, TX, US11 -
Kathie Drexler
Retired at CollaborativeWEALTH®
Griffin, GA, US
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