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CORE Wealth Advisors

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CORE Wealth Advisors was created on the realization that financial planning and wealth management is an evolving process. They know secure futures are built on a series of intentional decisions.

Industries

Finance

Headquarters

Lakeland, United States

Employees

11-50

Links

Org chart

Chuck Foss
President

Chuck Foss

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Paul Weaver
Director of Investments & CCO
Nathan Dunham
Vice President
Andrew Foss
VP & Director of Athlete Services
Lisa Burton
Director of Client Services
Mary Lyons
Director of Client Relations
Angela Rideout
Strategic Project Manager
Michael Ehlenbeck
Financial Advisor
Ken Moore
Portfolio Specialist
Angela Newell
Special Event Coordinator

Teams

+1

Leadership Team

4 members

+1

Client Services and Relations

4 members

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