Kent Kaplan Email & Phone Number
Portfolio Manager @ Iberia Wealth Advisors
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Kent Kaplan Location
- Birmingham, AL, US
Kent Kaplan Work
- 2017 -now Financial Advisor @
- 2017 -now Portfolio Manager @
- 2013 -2017 Trust Advisor @
- 2003 -2013 Wealth Advisor @
- 2005 -2008 Financial Consultant @
Kent Kaplan Education
- University of Alabama
Bachelor of Science (BS) (Banking, Corporate, Finance, and Securities Law)
1999-2003
Kent Kaplan Skills
- Estate Planning
- Portfolio Management
- Strategic Financial Planning
- Strategic Financial
- Banking
- Asset Management
- Mortgage Lending
- Credit
- Trusts
- Finance
- Wealth
- Financials
- Wealth Management
- Investment Management
- Wealth Management Services
Kent Kaplan Summary
- Kent Kaplan, based in Birmingham, AL, US, is currently a Portfolio Manager at Iberia Wealth Advisors. Kent Kaplan brings experience from previous roles at First Horizon Advisory Services Inc, Regions Bank and Raymond James Financial Inc.. Kent Kaplan holds a 1999 - 2003 Bachelor of Science (BS) in Banking, Corporate, Finance, and Securities Law @ University of Alabama. With a robust skill set that includes Estate Planning, Portfolio Management, Strategic Financial Planning, Strategic Financial, Banking and more. Kent Kaplan has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Kent Kaplan?
Find contact details for 700 million professionals.
Others Named Kent Kaplan
Ken Kaplan
Editorial Director
San Mateo, CA, US
Kenny Kaplan
Senior Director CRM and AMS
Chicago, IL, US
Ken Kaplan
Founder, Chairman of the Board
Brookline, MA, US
Ken Kaplan
Managing Partner
Bedminster Township, NJ, US
Kenny Kaplan
Partner
Beverly Hills, CA, US
Kent Kaplan
Portfolio Manager
Birmingham, AL, US
Ken Kaplan
Founder
Atlanta, GA, US
Kenny Kaplan
General Manager
Roswell, Georgia, United States
Top Iberia Wealth Advisors Employees
Mercedes Rivero
Trust Associate
Florida, United States
Wayne Bernstein
Executive Vice President, Wealth Management Director
Palm Beach, FL, US
Kent Kaplan
Portfolio Manager
Birmingham, AL, US
Janette Curtis
Wealth Advisor
Hollywood, FL, US
Dottie French
Investment Analyst
Birmingham, AL, US
James Reiss
Regional Managing Director LA and TX
New Orleans, LA, US
Bradley Hurston
Vice President
West Palm Beach, FL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co