SBSB Financial Advisors Employee Directory

Financial ServicesVirginia, United States51-200 Employees

SBSB Financial Advisors is an SEC-registered investment advisor located in McLean, Virginia. SBSB provides holistic financial planning and wealth advisory services to affluent individuals and families throughout the United States. We pair a customized approach to creating integrated financial strategies with a strong commitment to client service. Our team of skilled professionals has been helping our clients make smart financial decisions since 1991. To view our current career opportunities visit - https://sbsbllc.catsone.com/careers

Find SBSB Financial Advisors employees' phone numbers or email addresses

SBSB Financial Advisors Global Highlights

Location
Employees

North America
33

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  • United States Of America
    33

Europe
7

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  • Netherlands
    2
  • Belgium
    2
  • United Kingdom Of Great Britain And Northern Ireland
    2
  • France
    1

Asia
6

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  • Malaysia
    4
  • Israel
    1
  • Turkey
    1

Africa
1

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  • Tunisia
    1

SBSB Financial Advisors's Leadership

  • Stylized image of a person
    T. M.
    Chief Information Officer
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  • Stylized image of a person
    G. S.
    Co-Ceo
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  • Stylized image of a person
    J. B.
    Principal/Co-Founder
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  • Stylized image of a person
    S. B.
    Owner
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  • Stylized image of a person
    J. B.
    Chairman
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  • Stylized image of a person
    D. M.
    Director | Tax Advisor
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    G. L.
    Senior Director | Senior Portfolio Advisor
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  • Stylized image of a person
    B. C.
    Senior Director Advisor Services And Development
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Contact profiles from SBSB Financial Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. S.
    Co-Ceo
    Phone icon
    United StatesVirginia
    Jun 12, 2024
  • Stylized image of a person
    J. B.
    Principal/Co-Founder
    Phone icon
    United StatesVirginia
    Oct 20, 2025
  • Stylized image of a person
    S. B.
    Owner
    Phone icon
    United StatesOklahoma
    Aug 08, 2025
  • Stylized image of a person
    J. B.
    Chairman
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    Oct 22, 2024
  • Stylized image of a person
    T. M.
    Chief Information Officer
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    Oct 22, 2024
  • Stylized image of a person
    D. M.
    Director | Tax Advisor
    Phone icon
    United StatesVirginia
    Nov 16, 2025
  • Stylized image of a person
    G. L.
    Senior Director | Senior Portfolio Advisor
    Phone icon
    Nov 20, 2025
  • Stylized image of a person
    B. C.
    Senior Director Advisor Services And Development
    Phone icon
    UNITED STATES
    May 12, 2025
  • Stylized image of a person
    M. D.
    Senior Manager | Portfolio Operations & Trading
    Phone icon
    United StatesDc
    Sep 08, 2025
  • Stylized image of a person
    C. K.
    Senior Manager
    Phone icon
    Oct 17, 2024

Frequently Asked Questions

What is SBSB Financial Advisors known for?

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SBSB Financial Advisors operates in the Financial Services industry. The company's main headquarters is located in 8444 Westpark Drive, Suite 610; you can contact the main corporate office by phone at . Explore SBSB Financial Advisors's company overview page for more information.

What is SBSB Financial Advisors's most common email format?

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

How many employees does SBSB Financial Advisors have currently?

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SBSB Financial Advisors has approximately 51 employees as of December 2025. These team members are located across 4 continents, including North AmericaEuropeAsia.

Who are SBSB Financial Advisors's key employees and leadership?

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As of December 2025, SBSB Financial Advisors's key employees include:

  • Chief Information Officer: T. M.
  • Co-Ceo: G. S.
  • Principal/Co-Founder: J. B.
  • Owner: S. B.
  • Chairman: J. B.

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