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North Texas Wealth Management Employee Directory

Financial ServicesTexas, United States11-50 Employees

North Texas Wealth Management is a financial services firm that provides comprehensive financial planning and investment management. Its approach centers on helping salaried employees of Fortune 500 companies understand and optimize employer benefits, guiding clients through the complexities of financial planning to achieve financial security and a fulfilling life. Based in the Dallas area, the firm emphasizes a team-driven model and innovative strategies to support its clients, positioning itself as a partner in long-term financial well-being rather than solely a traditional advisory service. The company operates in the financial services industry and offers advisory services through LPL Financial, serving a client base primarily composed of professionally employed individuals who benefit from employer-related financial planning insights.

Find North Texas Wealth Management employees' phone numbers or email addresses

North Texas Wealth Management Global Highlights

Location
Employees

North America
25

Minus sign iconPlus sign icon
  • United States Of America
    25

North Texas Wealth Management's Leadership

  • Stylized image of a person
    S. S.
    Vice President Of Wealth Management
    Mobile Phone
  • Stylized image of a person
    K. W.
    Vp, Administration
    Mobile Phone
  • Stylized image of a person
    C. S.
    Vice President, Lpl Financial Planner, Certified Planner
    Mobile Phone
  • Stylized image of a person
    C. E.
    Operations Manager
    Mobile Phone
  • Stylized image of a person
    J. R.
    Manufacturing Manager
    Mobile Phone

North Texas Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other
  • Consultant

Contact profiles from North Texas Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    K. W.
    Vp, Administration
    Mobile Phone
    Jul 22, 2026
  • Stylized image of a person
    C. S.
    Vice President, Lpl Financial Planner, Certified Planner
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    S. S.
    Vice President Of Wealth Management
    Mobile Phone
    Aug 14, 2025
  • Stylized image of a person
    C. E.
    Operations Manager
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. R.
    Manufacturing Manager
    Mobile Phone
    Mar 19, 2024

Frequently Asked Questions

What is North Texas Wealth Management known for?

Minus sign iconPlus sign iconNorth Texas Wealth Management was founded in 1968 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-972-530-****
. Explore North Texas Wealth Management's company overview page for more information.

What is North Texas Wealth Management's most common email format?

Minus sign iconPlus sign iconNorth Texas Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more North Texas Wealth Management email formats with LeadIQ.

How many employees does North Texas Wealth Management have currently?

Minus sign iconPlus sign iconNorth Texas Wealth Management has approximately 17 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are North Texas Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, North Texas Wealth Management's key employees include:

  • Vice President Of Wealth Management: S. S.
  • Vp, Administration: K. W.
  • Vice President, Lpl Financial Planner, Certified Planner: C. S.
  • Operations Manager: C. E.
  • Manufacturing Manager: J. R.

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