Optimis Wealth Information

View Top Employees from Optimis Wealth

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)
Phone	+1 414-271-1444
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, Vanguard, Schwab Advisor Services, Merrill Lynch, Edward Jones, Financial Services Company, Raymond James, TD Ameritrade, Betterment, Wealthfront +40 more (view full list)

Optimis Wealth Questions

Who is the Director of Investments of Optimis Wealth?

Ryan Geisler is the Director of Investments of Optimis Wealth.

How many people are employed at Optimis Wealth?

5 people are employed at Optimis Wealth.

Where is Optimis Wealth based?

Optimis Wealth is based in Nashville, Tennessee.

Top Optimis Wealth Employees

Scott Speedy

Partner and Private Wealth Advisor at Optimis Wealth

Nashville, TN, US
3
- gmail.com
- bellsouth.net
- nm.com
3
- +1 615-742-XXXX
- +1 615-599-XXXX
- +1 615-668-XXXX
Ryan Geisler

Director of Investments at Optimis Wealth

Nashville, TN, US
1
- nm.com
2
- +1 610-266-XXXX
- +1 570-573-XXXX
Courtney Davenport

Associate Private Wealth Advisor at Optimis Wealth

Nashville, TN, US
1
- nm.com
2
- +1 615-742-XXXX
- +1 205-910-XXXX
Brian Jett

Private Wealth Advisor at Optimis Wealth

Nashville, TN, US
1
- nm.com
3
- +1 414-271-XXXX
- +1 615-767-XXXX
- +1 615-818-XXXX
Madi White

Client Relations Manager at Optimis Wealth

Nolensville, TN, US
1
- nm.com
1
- +1 423-309-XXXX

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