RFW Wealth Advisors Employee Directory

Q: What is RFW Wealth Advisors known for?

RFW Wealth Advisors was founded in 2009. RFW Wealth Advisors operates in the Financial Services industry.

Q: How many employees does RFW Wealth Advisors have currently?

RFW Wealth Advisors has approximately 11 employees.

Financial ServicesFlorida, United States11-50 Employees

RFW Wealth Advisors is a Jacksonville, Florida based independent financial services firm with a financial planning focus and institutional investment philosophy. As a comprehensive wealth advisory firm, we offer clients a wide variety of investments, insurance products, and business solutions delivered through a financial planning based experience. With our combined years of industry experience, our clients receive quality advice and service from a team of trusted and knowledgeable independent advisors.  After successful careers as franchise owners with one of the nation’s top financial planning companies, RFW Wealth Advisors was established with the trust and confidence of our clients in February of 2009.

In addition, we offer resources and consulting services to southeast financial service firms and advisors.  If you or your financial service business is considering a transition to an independent platform or considering an exit strategy for your business, please visit our web site or call us for more information on our services.

Find RFW Wealth Advisors employees' phone numbers or email addresses

RFW Wealth Advisors Global Highlights

North America
8

United States Of America
8

RFW Wealth Advisors's Leadership

S. T. W.
Senior Partner, Certified Financial Planner
Mobile Phone
Email
K. F.
Senior Partner
Mobile Phone
Email
C. R.
Senior Financial Advisor - Managing Principal
Mobile Phone
Email
J. S.
Junior Financial Advisor
Mobile Phone
Email
A. M.
Rfw Wealth Integration Analyst
Mobile Phone
Email
K. N.
Financial Advisor
Mobile Phone
Email
M. W.
Financial Advisor
Mobile Phone
Email

Contact profiles from RFW Wealth Advisors

Name

Title

Contact Info

Location

Last Update

S. T. W.
Senior Partner, Certified Financial Planner
Mobile Phone
Email
United StatesFlorida
Sep 08, 2023
K. F.
Senior Partner
Mobile Phone
Email
United StatesFlorida
Oct 19, 2025
C. R.
Senior Financial Advisor - Managing Principal
Mobile Phone
Email
United StatesFlorida
Aug 12, 2025
J. S.
Junior Financial Advisor
Mobile Phone
Email
United StatesFlorida
Nov 17, 2025
A. M.
Rfw Wealth Integration Analyst
Mobile Phone
Email
Oct 22, 2024
K. N.
Financial Advisor
Mobile Phone
Email
United StatesFlorida
Sep 10, 2024
M. W.
Financial Advisor
Mobile Phone
Email
United StatesGeorgia
Apr 25, 2025

Frequently Asked Questions

What is RFW Wealth Advisors known for?

RFW Wealth Advisors was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 4776 Hodges Boulevard, Suite 203; you can contact the main corporate office by phone at

+1-904-517-****

. Explore RFW Wealth Advisors's company overview page for more information.

What is RFW Wealth Advisors's most common email format?

RFW Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more RFW Wealth Advisors email formats with LeadIQ.

How many employees does RFW Wealth Advisors have currently?

RFW Wealth Advisors has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are RFW Wealth Advisors's key employees and leadership?

As of December 2025, RFW Wealth Advisors's key employees include:

Senior Partner, Certified Financial Planner: S. T. W.
Senior Partner: K. F.
Senior Financial Advisor - Managing Principal: C. R.
Junior Financial Advisor: J. S.
Rfw Wealth Integration Analyst: A. M.

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