About Wealth Access
We love solving complicated problems. And that’s a good thing, because in finance there are a lot of them.
In 2011 we opened our doors with a singular mission: Empower financial institutions to create strong, long-lasting client relationships through a consumer-friendly enterprise platform.
In the years that have followed, numerous banks, trust companies, and wealth advisors have increased their level of service to high-net-worth individuals and manage their clients’ money more effectively through the Wealth Access platform.
Wealth Access is a company founded by a former financial advisor who knows the ins and outs of technology from an advisor’s perspective.
We aggregate data from complex global portfolios and render them in a simple, clear, real-time digital dashboard. Our combination of forward-thinking technology and service-oriented support has made us one of the fastest growing wealth management platforms in America.
Listen, Learn, Then Lead
We ask thoughtful questions to gain clear understanding before we act, then take the initiative to
confidently move forward.
Focus on the Person
Every experience we help create has real people, leading real lives, on the other side.
Understanding them first creates mutual success.
Delight in Collaboration
Freedom and clarity come through candor and diverse perspectives. Enjoying work with others
creates lasting relationships and market-defining solutions.
Formerly First Vice President – Investments in Global Wealth Management Group of Merrill Lynch, David was previously a partner of a Private Banking and Investments Group team, then later launched his own practice at Merrill Lynch providing wealth management advice to high net worth families.
Client services leader with over 20 years of experience in the financial, IT, and retail wealth space. Her services approach ensures clients are supported as partners and see her team as an extension of their own. Prior to Wealth Access, Shea served as the Director of Service Bureau for Informa PLC. Beyond that she spent the last 19+ years with Informa PLC in various leadership roles with account management, training and client service.
An industry veteran in the banking and wealth management space, Victoria spent 18 years at Fiserv, most recently as Director of Advisory Services. Her experience allows her to advise Wealth Access customers on growth through the combination of technology, product, and business consulting.
Fintech business development executive with 30 years of experience in planning, designing, developing and applying technology-enabled business solutions to the wealth management and trust industry. Prior to joining Wealth Access Jeff was in Strategy and Business Development at FIS.
Drew joined the Wealth Access team in 2013 after a successful career in the healthcare industry. A data wrangler at heart, he’s used to dealing with large amounts of data so he can turn terabytes into insights. As CTO, he is responsible for the security and development of the Wealth Access platform.
Experienced financial services technology and product manager with focus on wealth management. Brandi’s data-driven experience, and direct customer feedback defines the wealth product vision and strategic roadmap. Brandi collaborates across departmental lines through the product development lifecycle.
As a Project Management Professional (PMP) with over 15 years experience, Jackie’s focus on organizing project plans; identifying critical milestones; and driving teams toward a common goal will help bridge our development and client experience teams as well as solidify Wealth Access’s focus on people, processes and technology.
With more than 10 years of fintech experience in banking and wealth management; most recently in a dynamic data role at the Nashville based ‘unicorn’ Built Technologies, Kevin has pioneered product integrations through dozens of partnerships and led large scale digital transformation efforts. His focus will be on partnering with our clients and internal teams to deliver products that innovate and exceed expectations.
Want to join the Wealth Access team? View our current open positions below and click on any to view details and apply.