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Money Concepts Employee Directory

Financial ServicesFlorida, United States501-1000 Employees

The Ruiz Financial Group, LLC operates Money Concepts, an independent broker-dealer in the financial services industry that supports a nationwide network of wealth-management franchises. Founded in 1979 and privately held, the organization emphasizes advisor autonomy by offering franchises without franchise fees and enabling them to run their business their own way. 

 Advisors can select non-proprietary products on a fee- and commission-based model, with no quotas or hidden fees, and the firm positions itself as a business partner focused on advisors rather than product providers. Its target customers include financial advisors, tax professionals, and financial institutions seeking independent, advisor-centric support. The group is based in Palm Beach Gardens, Florida, and maintains a sizable workforce to sustain its franchise network.

Find Money Concepts employees' phone numbers or email addresses

Money Concepts Global Highlights

Location
Employees

North America
724

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  • United States Of America
    710
  • Canada
    13
  • Jamaica
    1

Asia
17

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  • United Arab Emirates
    10
  • India
    4
  • Viet Nam
    1
  • Pakistan
    1
  • China
    1

Europe
7

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  • United Kingdom Of Great Britain And Northern Ireland
    3
  • Austria
    1
  • Malta
    1
  • Germany
    1
  • Switzerland
    1

Africa
1

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  • Egypt
    1

Money Concepts's Leadership

  • Stylized image of a person
    T. D.
    Vice President Wealth Management And Financial Planning
  • Stylized image of a person
    B. A.
    President And Registered Financial Consultant®
  • Stylized image of a person
    J. C.
    President
  • Stylized image of a person
    B. D.
    President
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    C. E.
    President Owner
  • Stylized image of a person
    D. W. G. A.
    President
  • Stylized image of a person
    K. E.
    President
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    L. K.
    President Paladin Financial Services

Money Concepts Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Sales
  • Recruiting
  • Other
  • Accounting
  • Legal

Contact profiles from Money Concepts

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. K.
    Owner / Vice President
    Jun 03, 2026
  • Stylized image of a person
    P. H.
    President
    Oct 23, 2024
  • Stylized image of a person
    P. P.
    Financial Advisor / President / Investment Advisor
    Oct 23, 2024
  • Stylized image of a person
    P. W.
    Senior Vice President And Chief Compliance Officer
    Oct 24, 2024
  • Stylized image of a person
    R. H.
    Chairman
    Oct 23, 2024
  • Stylized image of a person
    S. R.
    President
    Oct 17, 2024
  • Stylized image of a person
    S. S.
    President
    Oct 18, 2024
  • Stylized image of a person
    S. C.
    President
    Jun 08, 2026
  • Stylized image of a person
    W. L. L.
    President
    Jul 19, 2023
  • Stylized image of a person
    J. S.
    Franchise President
    CanadaBritish Columbia
    Sep 03, 2026

Frequently Asked Questions

What is Money Concepts known for?

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Money Concepts was founded in 1979 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Money Concepts's company overview page for more information.

What is Money Concepts's most common email format?

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

How many employees does Money Concepts have currently?

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Money Concepts has approximately 633 employees as of August 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Money Concepts's key employees and leadership?

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As of August 2026, Money Concepts's key employees include:

  • Vice President Wealth Management And Financial Planning: T. D.
  • President And Registered Financial Consultant®: B. A.
  • President: J. C.
  • President: B. D.
  • President Owner: C. E.

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