Counsel Financial logo

Counsel Financial Employee Directory

Financial ServicesNew York, United States11-50 Employees

Counsel Financial has about 42 employees, all of them in North America. By country, the largest groups are United States Of America (98%) and Canada (2%). Banking and Legal make up over half of the profiles with a known department. Counsel Financial's workforce spans 6 departments. Counsel Financial's workforce grew 26% between January 2026 and November 2026.

Find Counsel Financial employees' phone numbers or email addresses

Counsel Financial Global Highlights

Location
Employees

North America
52

Minus sign iconPlus sign icon
  • United States Of America
    51
  • Canada
    1

Counsel Financial's Leadership

  • Chief Executive Officer at Counsel Financial
    J. M.
    Chief Executive Officer
  • Vice President Of Marketing at Counsel Financial
    K. G.
    Vice President Of Marketing
  • President at Counsel Financial
    M. N.
    President
  • Vice President, Marketing at Counsel Financial
    K. Z.
    Vice President, Marketing
  • Financial Advisor at Counsel Financial
    D. B.
    Financial Advisor
  • Insurance Agent at Counsel Financial
    J. B.
    Insurance Agent
  • Attorney at Counsel Financial
    J. J.
    Attorney
  • Sales And Marketing Assistant at Counsel Financial
    S. D.
    Sales And Marketing Assistant

Counsel Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Business
  • Community & Social Services
  • Accounting
  • Other

Banking is the largest department at 48% of profiles with a known department, up from 38% in January 2026, followed by Legal (18%, down from 23%) and Business (12%, unchanged).

Contact profiles from Counsel Financial

Name
Title
Contact
Location
Last Update
  • Chief Executive Officer at Counsel Financial
    J. M.
    Chief Executive Officer
    Oct 22, 2024
  • President at Counsel Financial
    M. N.
    President
    Oct 18, 2024
  • Vice President, Marketing at Counsel Financial
    K. Z.
    Vice President, Marketing
    Jul 03, 2026
  • Vice President Of Marketing at Counsel Financial
    K. G.
    Vice President Of Marketing
    Sep 25, 2026
  • Financial Advisor at Counsel Financial
    D. B.
    Financial Advisor
    Canada, Alberta
    Oct 19, 2026
  • Insurance Agent at Counsel Financial
    J. B.
    Insurance Agent
    Oct 23, 2024
  • Attorney at Counsel Financial
    J. J.
    Attorney
  • Sales And Marketing Assistant at Counsel Financial
    S. D.
    Sales And Marketing Assistant
    Oct 17, 2024
  • Cake Decorator at Counsel Financial
    T. W.
    Cake Decorator
    Oct 22, 2024

Frequently Asked Questions

What are the largest departments at Counsel Financial?

Minus sign iconPlus sign icon
Banking is the largest department at 48% of profiles with a known department, up from 38% in January 2026, followed by Legal (18%, down from 23%) and Business (12%, unchanged). Counsel Financial's workforce spans 6 departments.

How has Counsel Financial's workforce changed over the past year?

Minus sign iconPlus sign icon
Counsel Financial's workforce grew 26% between January 2026 and November 2026. Banking's share of profiles with a known department rose from 38% to 48%.

How many employees does Counsel Financial have currently?

Minus sign iconPlus sign icon
Counsel Financial has approximately 42 employees as of November 2026. These team members are located across 1 continents, including North America.

Who are Counsel Financial's key employees and leadership?

Minus sign iconPlus sign icon

As of November 2026, Counsel Financial's key employees include:

  • Chief Executive Officer: J. M.
  • Vice President Of Marketing: K. G.
  • President: M. N.
  • Vice President, Marketing: K. Z.
  • Financial Advisor: D. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Counsel Financial's most common email format?

Minus sign iconPlus sign icon
Counsel Financial employees' email format typically follows the pattern of FLast@counselfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Counsel Financial email formats with LeadIQ.

What is Counsel Financial known for?

Minus sign iconPlus sign icon
Counsel Financial was founded in 2000 and operates in the Financial Services industry. You can contact Counsel Financial's main corporate office by phone at . Explore Counsel Financial's company overview page for more information.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.