AAFMAA Wealth Management & Trust LLC Employee Directory

Financial ServicesUnited States11-50 Employees

Serving Military Families Since 1879.

AAFMAA has one, and only one, mission: to be the premier provider of insurance, financial and survivor services to the American Armed Forces Community. Since 1879, we have never once violated our members’ trust nor shirked our responsibility.

AAFMAA — the longest-standing, not-for-profit association exclusively serving the military community — provides financial solutions to all branches of the American Armed Forces. No stockholders to answer to. No dividends to pay shareholders. No loyalty to anyone but you. 

Focusing exclusively on your needs as a military family, AAFMAA Wealth Management & Trust LLC (AWM&T) provides the most innovative, personalized and lifestyle-appropriate financial services available. 

All AWM&T employees are salaried and do not receive any compensation based on their recommendations or any of the investment products used. As a chartered trust company, we have a fiduciary responsibility to you.

So whether you’re currently serving on active duty, already retired, an honorably discharged veteran, or a surviving spouse, let’s work together to make you financially fit.

You are unique. Only by getting to know you personally and developing a clear picture of your circumstances, objectives, and challenges can we work together to define, manage and protect your financial future.

Find AAFMAA Wealth Management & Trust LLC employees' phone numbers or email addresses

AAFMAA Wealth Management & Trust LLC Global Highlights

Location
Employees

North America
53

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  • United States Of America
    53

AAFMAA Wealth Management & Trust LLC's Leadership

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    P. J.
    Chief Investment Officer
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    S. S.
    Chief Growth Officer
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    B. M.
    Chief Operating Officer
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    B. B.
    Vice President Financial Planning
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    J. S.
    Vice President Of Business Development
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    D. M.
    Executive Vice President
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    C. C. C.
    Executive Vice President And Senior Trust Officer
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    C. W.
    Director Of Relationship Management
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Contact profiles from AAFMAA Wealth Management & Trust LLC

Name
Title
Contact Info
Location
Last Update
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    P. J.
    Chief Investment Officer
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    May 28, 2024
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    S. S.
    Chief Growth Officer
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    United StatesVirginia
    Jan 03, 2024
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    B. M.
    Chief Operating Officer
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    Oct 23, 2024
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    D. M.
    Executive Vice President
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    United StatesNew York
    Oct 22, 2025
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    B. B.
    Vice President Financial Planning
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    United States
    Jun 14, 2025
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    C. C. C.
    Executive Vice President And Senior Trust Officer
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    Oct 16, 2024
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    J. S.
    Vice President Of Business Development
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    United StatesNorth Carolina
    May 28, 2024
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    C. W.
    Director Of Relationship Management
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    United StatesFlorida
    Nov 13, 2025
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    D. F.
    Art Director
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    United StatesNorth Carolina
    Oct 22, 2025
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    C. G.
    Relationship Manager
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    United StatesVirginia
    Oct 27, 2025

Frequently Asked Questions

What is AAFMAA Wealth Management & Trust LLC known for?

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AAFMAA Wealth Management & Trust LLC was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 639 Executive Place, Suite 200 Fayetteville, North Carolina 28305, US. Explore AAFMAA Wealth Management & Trust LLC's company overview page for more information.

What is AAFMAA Wealth Management & Trust LLC's most common email format?

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AAFMAA Wealth Management & Trust LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AAFMAA Wealth Management & Trust LLC email formats with LeadIQ.

How many employees does AAFMAA Wealth Management & Trust LLC have currently?

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AAFMAA Wealth Management & Trust LLC has approximately 38 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are AAFMAA Wealth Management & Trust LLC's key employees and leadership?

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As of October 2025, AAFMAA Wealth Management & Trust LLC's key employees include:

  • Chief Investment Officer: P. J.
  • Chief Growth Officer: S. S.
  • Chief Operating Officer: B. M.
  • Vice President Financial Planning: B. B.
  • Vice President Of Business Development: J. S.

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