MG&A Wealth Employee Directory

Financial ServicesUnited States11-50 Employees

MG&A Wealth, founded in 1984, is one of the leading wealth management firms in the nation.   We provide comprehensive money management and financial navigation to a select group of affluent individuals and their families, professionals, small businesses, and to the sports and entertainment industry. We currently manage or supervise over $1 billion in assets. Our comprehensive approach includes extensive investment analysis, custom portfolio management, estate, tax, and retirement planning, insurance evaluations and lifestyle planning. More information is available at www.meggreen.com.

Securities offered through SA Stone Wealth Management Inc. Member FINRA (www.finra.org) & SIPC (www.sipc.org). Investment advisory services offered through Meg Green & Associates Inc., a registered investment advisor not affiliated with SA Stone Wealth Management Inc.

Find MG&A Wealth employees' phone numbers or email addresses

MG&A Wealth Global Highlights

Location
Employees

North America
22

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  • United States Of America
    22

Asia
1

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  • India
    1

South America
1

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  • Brazil
    1

MG&A Wealth's Leadership

  • Stylized image of a person
    H. C.
    Chief Investment Officer
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  • Stylized image of a person
    M. M.
    Chief Compliance Officer
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  • Stylized image of a person
    C. A.
    Chief Financial Officer
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  • Stylized image of a person
    T. B.
    President & Ceo
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  • Stylized image of a person
    D. P.
    President And Chief Executive Officer
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  • Stylized image of a person
    M. G.
    Founder
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  • Stylized image of a person
    S. O.
    Managing Partner, Director Of Wealth Management
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  • Stylized image of a person
    K. B. M.
    Vice President, Chief Operations Officer
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Contact profiles from MG&A Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    H. C.
    Chief Investment Officer
    Phone icon
    United StatesFlorida
    Sep 24, 2025
  • Stylized image of a person
    M. G.
    Founder
    Phone icon
    United StatesFlorida
    Jul 17, 2025
  • Stylized image of a person
    S. O.
    Managing Partner, Director Of Wealth Management
    Phone icon
    United StatesFlorida
    Aug 21, 2025
  • Stylized image of a person
    T. B.
    President & Ceo
    Phone icon
    United StatesFlorida
    Sep 19, 2025
  • Stylized image of a person
    K. B. M.
    Vice President, Chief Operations Officer
    Phone icon
    United StatesFlorida
    Aug 01, 2025
  • Stylized image of a person
    M. M.
    Chief Compliance Officer
    Phone icon
    United StatesFlorida
    Oct 26, 2025
  • Stylized image of a person
    C. A.
    Chief Financial Officer
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    D. P.
    President And Chief Executive Officer
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    Oct 23, 2024
  • Stylized image of a person
    G. W.
    Office Manager
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    K. H.
    Senior Wealth Advisor
    Phone icon
    United StatesFlorida
    Aug 21, 2025

Frequently Asked Questions

What is MG&A Wealth known for?

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MG&A Wealth was founded in 1984 operates in the Financial Services industry. The company's main headquarters is located in 8151 Peters Road, Suite 3200 Plantation, FL 33324, US; you can contact the main corporate office by phone at . Explore MG&A Wealth's company overview page for more information.

What is MG&A Wealth's most common email format?

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MG&A Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more MG&A Wealth email formats with LeadIQ.

How many employees does MG&A Wealth have currently?

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MG&A Wealth has approximately 16 employees as of October 2025. These team members are located across 3 continents, including North AmericaAsiaSouth America.

Who are MG&A Wealth's key employees and leadership?

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As of October 2025, MG&A Wealth's key employees include:

  • Chief Investment Officer: H. C.
  • Chief Compliance Officer: M. M.
  • Chief Financial Officer: C. A.
  • President & Ceo: T. B.
  • President And Chief Executive Officer: D. P.

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