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SB Financial Group Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

SB Financial Group LLC operates as an independent financial services firm based in Morrisville, North Carolina. It clears through Geneos Wealth Management as its broker-dealer and provides securities and investment advisory services through Geneos Wealth Management, Inc. The planning process it uses unfolds over roughly a month through several meetings, during which client needs and goals are identified and short-, medium-, and long-term plans are developed along with income and budget analyses and funding allocations.

Find SB Financial Group employees' phone numbers or email addresses

SB Financial Group Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

SB Financial Group's Leadership

  • Stylized image of a person
    M. L.
    Manager Of Client Experience
    Mobile Phone

SB Financial Group Employee Metrics

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

Contact profiles from SB Financial Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. L.
    Manager Of Client Experience
    Mobile Phone
    Aug 02, 2026

Frequently Asked Questions

What is SB Financial Group known for?

Minus sign iconPlus sign iconSB Financial Group was founded in 2012 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-919-819-****
. Explore SB Financial Group's company overview page for more information.

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

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

How many employees does SB Financial Group have currently?

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

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

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

  • Manager Of Client Experience: M. L.

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