What departments does MD Financial (US) have?

MD Financial (US) has employees across 3 departments including Administrative, Finance, Marketing.

What is the largest department at MD Financial (US)?

The largest department at MD Financial (US) is Administrative with 1 employees.

Where are MD Financial (US) employees located globally?

MD Financial (US) has employees across 2 continents and 3 countries including South Africa, United States Of America, Canada.

How has MD Financial (US)'s team size changed over time?

MD Financial (US)'s team has decreased from approximately 23 to 20 employees based on available data.

MD Financial (US) Employee Directory

Financial ServicesMinnesota, United States11-50 Employees

MD Financial (US) is a financial services firm that provides independent, specialized financial solutions exclusively for doctors, acting as a personal CFO to help physicians and dentists simplify complex financial matters, build wealth, and protect their financial future. The firm aims to guide clients through a tailored selection of products and services, ensuring decisions align with current and future goals and addressing each physician’s unique circumstances. Based in Chanhassen, Minnesota, MD Financial operates within the investment advisory space, offering guidance through Vestment Financial / MD Financial as part of its registered activities, and emphasizes careful consideration of product suitability and regulatory registrations when engaging with clients. The target market comprises medical professionals seeking objective, professional financial security advice to navigate a wide array of market offerings without relying on generalized solutions. A notable development in its history is the firm’s acquisition by Scotiabank in 2018, which provides context for its evolution within the broader financial services landscape.

MD Financial (US) Global Highlights

North America
32

United States Of America
30
Canada
2

Africa
1

South Africa
1

MD Financial (US)'s Leadership

A. M.
Executive Vice President
Mobile Phone
Email
A. S.
Client Service Manager
Mobile Phone
Email
T. J.
Office General Manager
Mobile Phone
Email
A. E.
Wealth Management Trader And Investment Professional
Mobile Phone
Email
K. S.
Marketing & Administrative Associate
Mobile Phone
Email

MD Financial (US) Employee Metrics

100%

50%

0%

2026

2025

Banking
Branding
Human Resources
Quality Assurance
Accounting
Other
Administrative
Community & Social Services

Contact profiles from MD Financial (US)

Name

Title

Contact

Location

Last Update

A. M.
Executive Vice President
Mobile Phone
Email
Jun 08, 2026
A. S.
Client Service Manager
Mobile Phone
Email
Jun 08, 2026
T. J.
Office General Manager
Mobile Phone
Email
Oct 21, 2024
A. E.
Wealth Management Trader And Investment Professional
Mobile Phone
Email
Jun 09, 2026
K. S.
Marketing & Administrative Associate
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is MD Financial (US) known for?

MD Financial (US) was founded in 2011 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-888-256-****

. Explore MD Financial (US)'s company overview page for more information.

What is MD Financial (US)'s most common email format?

MD Financial (US) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more MD Financial (US) email formats with LeadIQ.

How many employees does MD Financial (US) have currently?

MD Financial (US) has approximately 22 employees as of July 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are MD Financial (US)'s key employees and leadership?

As of July 2026, MD Financial (US)'s key employees include:

Executive Vice President: A. M.
Client Service Manager: A. S.
Office General Manager: T. J.
Wealth Management Trader And Investment Professional: A. E.
Marketing & Administrative Associate: K. S.

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MD Financial (US) Employee Directory

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