Cross Financial LLC logo

Cross Financial LLC Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Cross Financial LLC operates in the financial services industry and is based in Sarasota, Florida. It conducts its activities from 5412 Palm Aire Drive, serving the local market. The firm is described as a small operation with a focused team.

With a small team, Cross Financial LLC is a local operator within the broader financial services landscape. The description notes an online presence via a website.

Find Cross Financial LLC employees' phone numbers or email addresses

Cross Financial LLC Global Highlights

Location
Employees

North America
17

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  • United States Of America
    16
  • Canada
    1

Cross Financial LLC's Leadership

  • Chief Financial Officer at Cross Financial LLC
    M. C.
    Chief Financial Officer
  • Vice President Of Risk Management at Cross Financial LLC
    J. C.
    Vice President Of Risk Management
  • Certified Financial Planner / Managing Partner at Cross Financial LLC
    D. C.
    Certified Financial Planner / Managing Partner
  • Partner at Cross Financial LLC
    W. C.
    Partner
  • Executive Vice President at Cross Financial LLC
    M. S.
    Executive Vice President
  • Account Manager at Cross Financial LLC
    C. M.
    Account Manager
  • Account Manager at Cross Financial LLC
    C. T.
    Account Manager
  • Personal Lines Supervisor at Cross Financial LLC
    K. D.
    Personal Lines Supervisor

Cross Financial LLC Employee Metrics

100%
50%
0%
2026
2025
  • Other

Contact profiles from Cross Financial LLC

Name
Title
Contact
Location
Last Update
  • Account Manager at Cross Financial LLC
    V. C.
    Account Manager
    Oct 21, 2024
  • Consultant at Cross Financial LLC
    C. D.
    Consultant
    Oct 18, 2024
  • Producer at Cross Financial LLC
    J. H.
    Producer
    Jun 14, 2025
  • Graphic Designer at Cross Financial LLC
    L. S.
    Graphic Designer
    Sep 23, 2025
  • Employee at Cross Financial LLC
    S. D.
    Employee
    Oct 23, 2024

Frequently Asked Questions

What is Cross Financial LLC known for?

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Cross Financial LLC operates in the Financial Services industry. You can contact Cross Financial LLC's main corporate office by phone at . Explore Cross Financial LLC's company overview page for more information.

What is Cross Financial LLC's most common email format?

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Cross Financial LLC employees' email format typically follows the pattern of FLast@crossagency.com. Trying to find reliable and up-to-date employee contact data? Find more Cross Financial LLC email formats with LeadIQ.

How many employees does Cross Financial LLC have currently?

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Cross Financial LLC has approximately 2 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Cross Financial LLC's key employees and leadership?

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As of September 2026, Cross Financial LLC's key employees include:

  • Chief Financial Officer: M. C.
  • Vice President Of Risk Management: J. C.
  • Certified Financial Planner / Managing Partner: D. C.
  • Partner: W. C.
  • Executive Vice President: M. S.

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