MG&A Wealth Employee Directory

Financial ServicesFlorida, United States11-50 Employees

MG&A Wealth operates in the financial services sector, focusing on wealth management and financial navigation for a selective client base. The firm conducts investment analysis, offers customized portfolio management, and provides planning services across estates, taxes, and retirement, along with insurance evaluations and lifestyle planning.

Based in Plantation, Florida, the company was founded in 1984 and serves affluent individuals and their families, professionals, small businesses, and clients in the sports and entertainment industry. It reports assets under management exceeding $1 billion. Securities are offered through SA Stone Wealth Management Inc., and investment advisory services are provided by Meg Green & Associates Inc., a registered investment advisor not affiliated with SA Stone.

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

MG&A Wealth Global Highlights

Location
Employees

North America
23

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  • United States Of America
    23

Asia
1

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  • India
    1

South America
1

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  • Brazil
    1

MG&A Wealth's Leadership

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    H. C.
    Chief Investment Officer
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    M. M.
    Chief Compliance Officer
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    C. A.
    Chief Financial Officer
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    T. B.
    President & Ceo
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    D. P.
    President And Chief Executive Officer
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    M. G.
    Founder
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    S. O.
    Managing Partner, Director Of Wealth Management
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    K. B. M.
    Vice President, Chief Operations Officer
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MG&A Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Accounting
  • Administrative
  • Other
  • Arts & Design
  • Analytics

Contact profiles from MG&A Wealth

Name
Title
Contact Info
Location
Last Update
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    S. L.
    Senior Wealth Advisor
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    Apr 15, 2026
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    S. L.
    Wealth Advisor
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    Jun 08, 2026
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    C. C.
    Registered Client Service Associate
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    Puerto RicoSan Juan
    Jan 13, 2026
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    A. B.
    Client Service Associate
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    United StatesFlorida
    Oct 19, 2025
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    S. L.
    Registered Client Service Associate
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    Oct 22, 2024
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    W. G.
    De Jasm
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    UNITED STATES
    Jun 17, 2024
  • Stylized image of a person
    A. O.
    Client Services Associate
    Phone icon
    United StatesFlorida
    Jan 18, 2026

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, Florida 33324 United States; 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 15 employees as of June 2026. 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 June 2026, 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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