What departments does CWS Financial Advisors have?

CWS Financial Advisors has employees across 2 departments including Finance, Analytics.

What is the largest department at CWS Financial Advisors?

The largest department at CWS Financial Advisors is Finance with 1 employees.

Where are CWS Financial Advisors employees located globally?

CWS Financial Advisors has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has CWS Financial Advisors's team size changed over time?

CWS Financial Advisors's team has decreased from approximately 12 to 10 employees based on available data.

CWS Financial Advisors Employee Directory

Financial ServicesMichigan, United States2-10 Employees

CWS Financial Advisors provides personalized wealth management services for high-net-worth households and families. Based in Kalamazoo, Michigan, the firm emphasizes lasting relationships with clients in the local community and beyond.

Operating in the financial services sector, it follows a compact, client-focused approach rather than a large, broad-scale model. Its presence in Kalamazoo situates it within the southwest Michigan wealth-management landscape as a boutique option.

CWS Financial Advisors Global Highlights

North America
11

United States Of America
11

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

CWS Financial Advisors's Leadership

C. W.
Principal And Chief Compliance Officer
Mobile Phone
Email
J. S.
Principal
Mobile Phone
Email
S. P.
Senior Client Associate
Mobile Phone
Email
L. S.
Principal
Mobile Phone
Email
K. L.
Senior Client Service Associate
Mobile Phone
Email
W. R.
Financial Advisor
Mobile Phone
Email
S. S.
Client Associate
Mobile Phone
Email
K. B.
Financial Analyst
Mobile Phone
Email

CWS Financial Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Legal
Other

Contact profiles from CWS Financial Advisors

Name

Title

Contact

Location

Last Update

C. W.
Principal And Chief Compliance Officer
Mobile Phone
Email
United States, Michigan
Jun 08, 2026
J. S.
Principal
Mobile Phone
Email
United States, Michigan
Apr 14, 2026
S. P.
Senior Client Associate
Mobile Phone
Email
United States, Michigan
Jan 28, 2026
L. S.
Principal
Mobile Phone
Email
United States, Michigan
Jun 08, 2026
K. L.
Senior Client Service Associate
Mobile Phone
Email
United States, Michigan
May 28, 2026
W. R.
Financial Advisor
Mobile Phone
Email
United States, Michigan
Nov 21, 2025
S. S.
Client Associate
Mobile Phone
Email
United States, Michigan
Jun 25, 2026
K. B.
Financial Analyst
Mobile Phone
Email
United States, Georgia
Apr 14, 2026

Frequently Asked Questions

What is CWS Financial Advisors known for?

CWS Financial Advisors operates in the Financial Services industry. Explore CWS Financial Advisors's company overview page for more information.

What is CWS Financial Advisors's most common email format?

CWS Financial Advisors employees' email format typically follows the pattern of First@cwsfinancialadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more CWS Financial Advisors email formats with LeadIQ.

How many employees does CWS Financial Advisors have currently?

CWS Financial Advisors has approximately 10 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

Who are CWS Financial Advisors's key employees and leadership?

As of September 2026, CWS Financial Advisors's key employees include:

Principal And Chief Compliance Officer: C. W.
Principal: J. S.
Senior Client Associate: S. P.
Principal: L. S.
Senior Client Service Associate: K. L.

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CWS Financial Advisors Employee Directory

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