Taunya Villicana

Co - Founder/Managing Partner/Co - Owner/Wealth Manager at Affinity Wealth Management - Wilmington, DE, US

Taunya Villicana's Colleagues at Affinity Wealth Management
Christopher CFP

Associate Financial Advisor

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Brian Jr

Associate Financial Advisor

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Cheryl Starr

Associate Financial Advisor

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Angela Baurley

Co-founder and Managing Partner

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Michael Cfp

CEO and Sr. Financial Advisor

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Tony McCluskey

Client Services Manager

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Joseph Piretti

Research Analyst and Financial Advisor

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Taunya Villicana's Contact Details
Email (Verified)
***@affinitywealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
302-652-6767
Location
Company
Affinity Wealth Management
Taunya Villicana's Company Details
Affinity Wealth Management logo, Affinity Wealth Management contact details

Affinity Wealth Management

Wilmington, DE, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974. We have clientele that spans the country. Affinity Wealth Management provides needs-based financial services to help clients meet their personal and financial goals.Affinity Wealth Management, LCL is a registered investment advisor. Affinity Wealth Management provides investment advisory and related services for clients nationally. Affinity Wealth Management will maintain all applicable registration and licenses as required by the various states in which Affinity Wealth Management conducts business. For additional information, please visit our website at www.affinitywealth.com.

Investment Management Financial Planning Estate Planning Tax Planning Investment Bank/Securities Brokerage Management Investment Open-ended
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Frequently Asked Questions about Taunya Villicana
Taunya Villicana currently works for Affinity Wealth Management LLC.
Taunya Villicana's role at Affinity Wealth Management LLC is Co - Founder/Managing Partner/Co - Owner/Wealth Manager.
Taunya Villicana's email address is ***@affinitywealth.com. To view Taunya Villicana's full email address, please signup to ConnectPlex.
Taunya Villicana works in the Investment Management industry.
Taunya Villicana's colleagues at Affinity Wealth Management are Christopher CFP, Brian Jr, Cheryl Starr, Angela Baurley, Michael Cfp, Tony McCluskey, Joseph Piretti and others.
Taunya Villicana's phone number is null
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