Kristin Carlton - Email & Phone Number

Partner - Senior Wealth Advisor at Exencial Wealth Advisors

Kristin Carlton is based out of San Antonio, Texas, United States and works at Exencial Wealth Advisors as Partner - Senior Wealth Advisor.

Kristin Carlton's Contact Information

Kristin Carlton's Work email

k*****@exenci***.com

Valid

Latest update

October 19, 2025

Location

San Antonio, Texas, United States

Kristin's current employer

Exencial Wealth Advisors

Description

We deliver financial advice and execution to clients across the U.S. from customized portfolios to tax and accounting.

Website

exencialwealth.com

HQ Location

Oklahoma City, OK, United States

Number of employees

51-200

Industry

Financial Services

Latest update

April 30, 2024

Read about Exencial Wealth Advisors

Frequent questions about Kristin Carlton

What company is Kristin Carlton working for?

Kristin Carlton works for Exencial Wealth Advisors.

What is Kristin Carlton's function at Exencial Wealth Advisors?

Kristin Carlton is Partner - Senior Wealth Advisor at Exencial Wealth Advisors.

Where is Kristin Carlton based?

Kristin Carlton is based out of San Antonio, Texas, United States.

What is Kristin Carlton's work email address?

Kristin Carlton's professional email address is k*****@exenci***.com

Who are Kristin Carlton's co-workers?

Kristin Carlton's colleagues are Suzanne Fitzgerald, Derek Northup, Shad Besikof, Anna Park, Craig Wezenski, Kyndal Jordan, Jeff Baty, Christian Patterson, Brady Scarborough`, Tim Courtney, Chris Meeks, Michael McGlashen, Michelle Murphy, Shelby Whitmore, Amy Sewell, Cydney Higgins, Sean Kayes, Spencer Noble, Taylor Gill, Pete Trontis, Dustin Schuetz, Jared Snider, Jason Niebauer, Abraham Olalde, Alex Klingelhoeffer, Karen Boschert, David Poudrier, Kaye Tahiliani, Andrea Elliott, Austin Winsett, Tony Saltarski, Samuel Rice, Murphy Burns, Randy Farina.

Kristin's co-workers

Suzanne Fitzgerald

President, Executive Counseling

Derek Northup

CFO and Tax Director

Shad Besikof

Head of M&A and Corporate Development

Anna Park

Lead Tax Senior

Craig Wezenski

Partner & Director of Business Development

Kyndal Jordan

Tax Lead Senior

Jeff Baty

Financial Advisor - Director of Wealth Management

Chief Investment Officer

Chris Meeks

Tax Manager

Michael McGlashen

Business Development Officer California Territory

Sr. Wealth Consultant

Spencer Noble

Equity Trader, Client Service Associate

Taylor Gill

Wealth Advisor

Pete Trontis

Senior Portfolio Manager

Dustin Schuetz

Tax Accountant

Jared Snider

Partner & Sr. Wealth Advisor

Jason Niebauer

Full Stack Web Developer

Senior Wealth Advisor

David Poudrier

Sr. Wealth Advisor

Kaye Tahiliani

Senior Wealth Advisor

Senior Portfolio Manager

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