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Puckett Financial Group Employee Directory

Financial ServicesMaryland, United States2-10 Employees

Puckett Financial Group operates in the financial services sector as independent financial advisors who adopt a holistic, personalized approach to financial planning. The firm emphasizes aligning plans with individual values and objectives, designing strategies that reflect clients’ specific needs and aspirations, and coordinating with other professionals to integrate tax and estate planning when needed. Based in Westminster, Maryland, the organization serves clients through a small team and emphasizes long‑standing local relationships and professional alliances to support comprehensive planning. The firm works with clients by providing a cohesive financial plan that integrates various elements of financial life, with securities offered through LPL Financial, and guidance grounded in CERTIFIED FINANCIAL PLANNER™ professional standards.

Find Puckett Financial Group employees' phone numbers or email addresses

Puckett Financial Group Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Puckett Financial Group's Leadership

  • Stylized image of a person
    S. S.
    Chief Executive Officer
    Mobile Phone
  • Stylized image of a person
    D. H.
    Founding Partner
    Mobile Phone
  • Stylized image of a person
    D. A.
    Service Specialist
    Mobile Phone
  • Stylized image of a person
    M. O.
    Assistant Commissioner
    Mobile Phone

Puckett Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Support
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Education

Contact profiles from Puckett Financial Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    D. H.
    Founding Partner
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    S. S.
    Chief Executive Officer
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    D. A.
    Service Specialist
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    M. O.
    Assistant Commissioner
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Puckett Financial Group known for?

Minus sign iconPlus sign iconPuckett Financial Group was founded in 2007 operates in the Financial Services industry. Explore Puckett Financial Group's company overview page for more information.

What is Puckett Financial Group's most common email format?

Minus sign iconPlus sign iconPuckett Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Puckett Financial Group email formats with LeadIQ.

How many employees does Puckett Financial Group have currently?

Minus sign iconPlus sign iconPuckett Financial Group has approximately 6 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Puckett Financial Group's key employees and leadership?

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As of August 2026, Puckett Financial Group's key employees include:

  • Chief Executive Officer: S. S.
  • Founding Partner: D. H.
  • Service Specialist: D. A.
  • Assistant Commissioner: M. O.

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