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Michelle Murphy

Relationship Manager at Exencial Wealth Advisors

  • LinkedIn

I joined Exencial Wealth Advisors in January 2021 as a seasonal Tax Administrator. As much as I enjoyed my time in the Tax world, I decided to stretch my wings and join the Investment sid...

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EXENCIAL WEALTH ADVISORS

EXENCIAL WEALTH ADVISORS

  • description Description
    Exencial is a leading independent wealth management firm. We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and indepe...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Exencial Wealth Advisors Org Chart and Mapping

Employees

Brandi Simmons

Client Relationship Manager

Diane Di Marco

Executive Assistant, Business Development

Victoria Haas

Client Service Manager and Compliance Officer

Caleb Stinson

Director of Operations

Dalton Chaney

Operations Specialist I

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  • Email  :  m****@exencialwealth.com

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