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KWB Wealth Managers
(909) 307-8220 invest@kwbwealthmanagers.com
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KWB Wealth Managers
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  2. Our Team

Our Team

Kerrick W. Bubb, M.B.A

President, Chief Wealth Manager
LPL Registered Principal

Robert Bullock

Chief Wealth Manager
LPL Registered Representative

Diana Sailler

Partner, Executive Wealth Manager
LPL Registered Representative

Michael Razzouk, M.B.A, AIF®

Partner, Executive Wealth Manager
LPL Registered Representative

Quentin Bubb, M.B.A

Partner, Wealth Manager
LPL Registered Principal

Rachel Bubb

Wealth Manager
LPL Registered Representative

Steve Gormley, CIMA®

Partner, Director of Portfolio Management
LPL Registered Representative

Igor Nikachin

Associate Wealth Planner
LPL Registered Representative

Emily Tejeda

Partner, Chief Compliance Officer
LPL Registered Administrative Associate

Jamie Vickery

Executive Assistant

 

Venessa Fox

Client Service Assistant

 

Vanessa Herrera

Administrative Assistant

 

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Contact info

  •   Main Office

    1782 Orange Tree Lane
    Redlands, CA
    92374 United States

    Monrovia Office
    617 South Ivy Ave.
    Monrovia, CA 91016

  •   (909) 307-8220
  •   invest@kwbwealthmanagers.com

Hours of Operation:

Monday - Thursday: 8:00 AM - 5:00 PM
Friday: 7:00 AM - 3:00 PM
Saturday/Sunday: Closed

The financial consultants at KWB Wealth Managers Group are Registered Representatives with and Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IN, IA, KY, MD, MA, MI, MN, MO, MT,NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY.

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