Redwood Financial logo

Redwood Financial Employee Directory

Financial ServicesTexas, United States11-50 Employees

Redwood Financial is an independent firm that provides investment planning and asset management services within the financial services sector. Based in Fort Worth, Texas, it serves clients seeking guidance on building and protecting wealth. Its approach centers on offering advice that aligns with clients' objectives, rather than generic recommendations. The firm emphasizes integrity as essential in navigating markets that can be volatile and uncertain.

Its client base comprises individuals seeking long-term wealth management and financial planning. Its strategy focuses on building and implementing financial plans designed to endure through changing economic conditions.

Find Redwood Financial employees' phone numbers or email addresses

Redwood Financial Global Highlights

Location
Employees

North America
43

Minus sign iconPlus sign icon
  • United States Of America
    43

Europe
7

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    7

Asia
1

Minus sign iconPlus sign icon
  • India
    1

Oceania
1

Minus sign iconPlus sign icon
  • Australia
    1

Redwood Financial's Leadership

  • Stylized image of a person
    M. O.
    Chief Development Officer
    Phone icon
  • Stylized image of a person
    R. R.
    Partner
    Phone icon
  • Stylized image of a person
    R. O.
    Executive Partner
    Phone icon
  • Stylized image of a person
    H. B. D.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    L. G.
    Paraplanner
    Phone icon
  • Stylized image of a person
    C. N.
    Investment Advisor Representative
    Phone icon
  • Stylized image of a person
    J. H.
    Wealth Advisor
    Phone icon
  • Stylized image of a person
    C. R.
    Financial Analyst
    Phone icon

Redwood Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Sales
  • Support
  • Other
  • Business Development

Contact profiles from Redwood Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. O.
    Chief Development Officer
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    R. R.
    Partner
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    R. O.
    Executive Partner
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    H. B. D.
    Director Of Operations
    Phone icon
    United Kingdom
    Jan 29, 2026
  • Stylized image of a person
    L. G.
    Paraplanner
    Phone icon
    United KingdomEngland
    Jun 24, 2026
  • Stylized image of a person
    C. N.
    Investment Advisor Representative
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    J. H.
    Wealth Advisor
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    C. R.
    Financial Analyst
    Phone icon
    Aug 05, 2026

Frequently Asked Questions

What is Redwood Financial known for?

Minus sign iconPlus sign icon
Redwood Financial was founded in 2010 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Redwood Financial's company overview page for more information.

What is Redwood Financial's most common email format?

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

How many employees does Redwood Financial have currently?

Minus sign iconPlus sign icon
Redwood Financial has approximately 33 employees as of July 2026. These team members are located across 4 continents, including North AmericaEuropeAsia.

Who are Redwood Financial's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Redwood Financial's key employees include:

  • Chief Development Officer: M. O.
  • Partner: R. R.
  • Executive Partner: R. O.
  • Director Of Operations: H. B. D.
  • Paraplanner: L. G.

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.