At Optimis Wealth, we deliver a team-based approach to financial planning and client service. Our experienced specialists work together to help our clients achieve their financial goals and provide a level of service that elevates the entire client experience.
| Website | http://www.optimiswealth.com |
| Employees | 6 (5 on RocketReach) |
| Technologies |
JavaScript
,
HTML
,
Font Awesome
+9 more
(view full list)
|
| Industry | Financial Services |
| Keywords | Financial Planning, Financial Advisor, Financial Services, Wealth Management, Investment Advisor, Wealth Building, Investment Planning, Wealth Advisor, Retirement Solutions, Long-Term Financial Planning, Retirement Planning, Financial Consulting, Estate Planning Solutions, Holistic Financial Planning, Estate Planning, Portfolio Management, Tax Optimization, Tax Planning, Investment Management, Financial Security |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Lynch, Edward Jones, Financial Services Company, Raymond James, TD Ameritrade, Betterment, Wealthfront +40 more (view full list) |
Looking for a particular Optimis Wealth employee's phone or email?
Optimis Wealth Questions
Ryan Geisler is the Director of Investments of Optimis Wealth.
5 people are employed at Optimis Wealth.
Optimis Wealth is based in Nashville, Tennessee.
Top Optimis Wealth Employees
-
Scott Speedy
Partner and Private Wealth Advisor at Optimis Wealth
Nashville, TN, US33 -
Ryan Geisler
Director of Investments at Optimis Wealth
Nashville, TN, US12 -
Courtney Davenport
Associate Private Wealth Advisor at Optimis Wealth
Nashville, TN, US12 -
Brian Jett
Private Wealth Advisor at Optimis Wealth
Nashville, TN, US13 -
Madi White
Client Relations Manager at Optimis Wealth
Nolensville, TN, US11
G2Crowd Trusted
300K+
Plugin Users
