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Eagle Rock, A Greenberg & Rapp Company Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

Eagle Rock, a Greenberg and Rapp Company is a wealth management and consulting firm dedicated to helping clients solve their needs for estate planning, investment management, business continuation and personal income protection. Our familiarity with various creative strategies and techniques in the fields of estate planning, investments, insurance, and business planning, allows us to properly plan for the future of our clients and their family/business.

As a member of M Financial Group, we belong to the nation's premier financial services distribution partnerships, serving ultra-affluent individuals and Fortune 1000 companies through an exclusive network of over 100 of the Nation's most successful independent financial services firms. 

Through our exclusive partnerships with many of the leading multi-billion dollar investment and insurance companies, we are able to provide specialized products and solutions required to satisfy the needs of the ultra-affluent market.

For more information, visit our website: www.eaglerockwealth.com

Disclaimer:
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Greenberg and Rapp Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

Find Eagle Rock, A Greenberg & Rapp Company employees' phone numbers or email addresses

Eagle Rock, A Greenberg & Rapp Company Global Highlights

Location
Employees

North America
51

Minus sign iconPlus sign icon
  • United States Of America
    51

Eagle Rock, A Greenberg & Rapp Company's Leadership

  • Stylized image of a person
    K. M. B.
    Chief Finance / Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. M.
    Chief Investment Officer/Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. S.
    Vice President Of Underwriting
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. R.
    Vice President - Private Wealth Solutions
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. R.
    Founding Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. M.
    Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. P.
    Financial Advisor, Rjfs | Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. G.
    Financial Advisor - Vice President
    Phone icon
    Mobile Phone

Eagle Rock, A Greenberg & Rapp Company Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Accounting
  • Administrative
  • Other
  • Analytics
  • Business Development

Contact profiles from Eagle Rock, A Greenberg & Rapp Company

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. R.
    Founding Partner
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    May 31, 2026
  • Stylized image of a person
    P. M.
    Managing Partner
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Jun 24, 2026
  • Stylized image of a person
    K. M. B.
    Chief Finance / Chief Operating Officer
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    May 30, 2026
  • Stylized image of a person
    R. M.
    Chief Investment Officer/Portfolio Manager
    Phone icon
    Mobile Phone
    United StatesNew Jersey
    Jun 25, 2026
  • Stylized image of a person
    M. P.
    Financial Advisor, Rjfs | Vice President
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 24, 2026
  • Stylized image of a person
    J. G.
    Financial Advisor - Vice President
    Phone icon
    Mobile Phone
    United States
    Jun 24, 2026
  • Stylized image of a person
    E. S.
    Vice President Of Underwriting
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 22, 2024
  • Stylized image of a person
    K. B.
    Associate Vice President, Client Services
    Phone icon
    Mobile Phone
    UNITED STATES
    Jun 21, 2025
  • Stylized image of a person
    R. P.
    Financial Advisor / Vice President - Client Services
    Phone icon
    Mobile Phone
    UNITED STATES
    May 05, 2026
  • Stylized image of a person
    R. P. C.
    Senior Vice President Client Services
    Phone icon
    Mobile Phone
    United StatesNew York
    Jan 20, 2026

Frequently Asked Questions

What is Eagle Rock, A Greenberg & Rapp Company known for?

Minus sign iconPlus sign iconEagle Rock, A Greenberg & Rapp Company was founded in 1987 operates in the Financial Services industry. The company's main headquarters is located in 67 East Park Place Suite 750 Morristown, New Jersey 07960 United States. Explore Eagle Rock, A Greenberg & Rapp Company's company overview page for more information.

What is Eagle Rock, A Greenberg & Rapp Company's most common email format?

Minus sign iconPlus sign iconEagle Rock, A Greenberg & Rapp Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Eagle Rock, A Greenberg & Rapp Company email formats with LeadIQ.

How many employees does Eagle Rock, A Greenberg & Rapp Company have currently?

Minus sign iconPlus sign iconEagle Rock, A Greenberg & Rapp Company has approximately 36 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Eagle Rock, A Greenberg & Rapp Company's key employees and leadership?

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As of June 2026, Eagle Rock, A Greenberg & Rapp Company's key employees include:

  • Chief Finance / Chief Operating Officer: K. M. B.
  • Chief Investment Officer/Portfolio Manager: R. M.
  • Vice President Of Underwriting: E. S.
  • Vice President - Private Wealth Solutions: T. R.
  • Founding Partner: T. R.

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