North Texas Wealth Management Employee Directory

Q: What is North Texas Wealth Management known for?

North Texas Wealth Management was founded in 1968. North Texas Wealth Management operates in the Financial Services industry.

Financial ServicesTexas, United States11-50 Employees

WHO WE HELP
North Texas Wealth Management provides comprehensive financial planning and investment management services primarily to salaried employees of Fortune 500 companies instead of exclusively high-net-worth individuals. We excel in understanding and maximizing employer benefits, empowering our clients to navigate the complexities of financial planning.

Our team approach, innovative strategies, and unwavering commitment to our clients set us apart in the industry. We're more than financial advisors—we are partners in our clients' journey toward a financially secure and fulfilling life.

Securities offered through LPL Financial. Member SIPC, http://www.sipc.org.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, FL, GA, ID, IA, KS, KY, LA, MD, MI, MO, MT, ND, NM, OK, OR, PA, SC, TN, TX, WA, WY.

Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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

North Texas Wealth Management Global Highlights

North America
22

United States Of America
22

Oceania
1

Australia
1

North Texas Wealth Management's Leadership

M. C.
Ceo
Mobile Phone
Email
S. S.
Vice President Of Wealth Management
Mobile Phone
Email
J. F.
Vice President Of Business Development
Mobile Phone
Email
S. S.
Vice President Of Wealth Management
Mobile Phone
Email
C. S.
Vice President, Lpl Financial Planner, Certified Planner
Mobile Phone
Email
K. W.
Office Manager
Mobile Phone
Email
E. P.
Client Service Manager
Mobile Phone
Email
J. C.
Account Manager
Mobile Phone
Email

North Texas Wealth Management Employee Metrics

100%

50%

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2026

2025

Banking
Business
Community & Social Services
Accounting
Administrative
Other

Contact profiles from North Texas Wealth Management

Name

Title

Contact Info

Location

Last Update

C. E.
Operations Manager
Mobile Phone
Email
Oct 17, 2024
J. R.
Manufacturing Manager
Mobile Phone
Email
Mar 19, 2024
R. C.
Senior Wealth Advisor
Mobile Phone
Email
United StatesTexas
Nov 14, 2025
C. B.
Board Member
Mobile Phone
Email
United StatesTexas
Oct 20, 2025
M. M.
Lpl Financial Planner
Mobile Phone
Email
United StatesTexas
Sep 10, 2025
C. S.
Internal Business Consultant
Mobile Phone
Email
United StatesTexas
Nov 16, 2025
T. G.
Administrative Assistant
Mobile Phone
Email
United StatesTexas
Nov 16, 2025
P. W.
Bookkeeper
Mobile Phone
Email
United StatesTexas
Oct 26, 2025

Frequently Asked Questions

What is North Texas Wealth Management known for?

North Texas Wealth Management was founded in 1968 operates in the Financial Services industry. The company's main headquarters is located in 790 South Watters Road Suite 100 Allen, Texas United States; 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?

North 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?

North Texas Wealth Management has approximately 13 employees as of February 2026. These team members are located across 2 continents, including North AmericaOceania.

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

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

Ceo: M. C.
Vice President Of Wealth Management: S. S.
Vice President Of Business Development: J. F.
Vice President Of Wealth Management: S. S.
Vice President, Lpl Financial Planner, Certified Planner: C. S.

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