Bannerman Wealth Management Group, LLC Employee Directory

Q: What is Bannerman Wealth Management Group, LLC known for?

Bannerman Wealth Management Group, LLC was founded in 2009. Bannerman Wealth Management Group, LLC operates in the Investment Management industry.

Investment ManagementTexas, United States2-10 Employees

Bannerman Wealth is a premier, full service, wealth management firm that specializes in working with individuals and small business owners. Our team helps families transition from the accumulation stage to the distribution stage of their financial lives

Find Bannerman Wealth Management Group, LLC employees' phone numbers or email addresses

Bannerman Wealth Management Group, LLC Global Highlights

North America
6

United States Of America
6

Bannerman Wealth Management Group, LLC's Leadership

J. B.
Founder & Visionary, Cfp®
Mobile Phone
Email
J. G.
Director Of Financial Planning
Mobile Phone
Email
J. D.
Director Of Client Services
Mobile Phone
Email
A. K. A.
Lead Advisor
Mobile Phone
Email
H. W.
Client Services Manager
Mobile Phone
Email
J. A.
Practice Manager
Mobile Phone
Email

Bannerman Wealth Management Group, LLC Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Bannerman Wealth Management Group, LLC

Name

Title

Contact Info

Location

Last Update

J. B.
Founder & Visionary, Cfp®
Mobile Phone
Email
Mar 19, 2026
J. G.
Director Of Financial Planning
Mobile Phone
Email
United StatesTexas
Mar 24, 2026
J. D.
Director Of Client Services
Mobile Phone
Email
United StatesMichigan
Mar 19, 2026
A. K. A.
Lead Advisor
Mobile Phone
Email
United StatesPennsylvania
Mar 19, 2026
H. W.
Client Services Manager
Mobile Phone
Email
United StatesNebraska
Mar 19, 2026
J. A.
Practice Manager
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Bannerman Wealth Management Group, LLC known for?

Bannerman Wealth Management Group, LLC was founded in 2009 operates in the Investment Management industry. The company's main headquarters is located in 2560 King Arthur Boulevard Suite 124-46 Lewisville, Texas 75056 United States; you can contact the main corporate office by phone at

+1-248-912-****

. Explore Bannerman Wealth Management Group, LLC's company overview page for more information.

What is Bannerman Wealth Management Group, LLC's most common email format?

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

How many employees does Bannerman Wealth Management Group, LLC have currently?

Bannerman Wealth Management Group, LLC has approximately 5 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Bannerman Wealth Management Group, LLC's key employees and leadership?

As of March 2026, Bannerman Wealth Management Group, LLC's key employees include:

Founder & Visionary, Cfp®: J. B.
Director Of Financial Planning: J. G.
Director Of Client Services: J. D.
Lead Advisor: A. K. A.
Client Services Manager: H. W.

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