Money Concepts logo

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
653

Minus sign iconPlus sign icon
  • United States Of America
    645
  • Canada
    7
  • Jamaica
    1

Asia
16

Minus sign iconPlus sign icon
  • United Arab Emirates
    11
  • India
    3
  • Pakistan
    1
  • China
    1

Europe
3

Minus sign iconPlus sign icon
  • Spain
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1
  • Switzerland
    1

Africa
1

Minus sign iconPlus sign icon
  • Egypt
    1

Money Concepts's Leadership

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

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 Info
Location
Last Update
  • Stylized image of a person
    J. S.
    Franchise President
    Phone icon
    CanadaBritish Columbia
    Jul 06, 2026
  • Stylized image of a person
    D. D.
    Sr. Vice President, Country Club Bank Wealth Solutions
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    J. C.
    Vice President
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    T. D.
    Vice President Wealth Management And Financial Planning
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    A. S.
    Vice President, Marketing
    Phone icon
    CanadaOntario
    Oct 24, 2025
  • Stylized image of a person
    J. J.
    Director
    Phone icon
    Hong KongHong Kong
    Sep 24, 2025
  • Stylized image of a person
    N. G.
    Executive Director
    Phone icon
    Jun 26, 2026
  • Stylized image of a person
    T. M.
    First Impression Director
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    A. S.
    Operations Manager
    Phone icon
    Jun 29, 2026
  • Stylized image of a person
    L. G.
    Advisor/Client Services Lead
    Phone icon
    Jun 28, 2026

Frequently Asked Questions

What is Money Concepts known for?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Money Concepts has approximately 631 employees as of July 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Money Concepts's key employees and leadership?

Minus sign iconPlus sign icon

As of July 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.