What departments does Schneider Financial have?

Schneider Financial has employees across 2 departments including Marketing, Finance.

What is the largest department at Schneider Financial?

The largest department at Schneider Financial is Marketing with 1 employees.

Where are Schneider Financial employees located globally?

Schneider Financial has employees across 1 continents and 1 countries including United States Of America.

How has Schneider Financial's team size changed over time?

Schneider Financial's team has remained stable from approximately 5 to 5 employees based on available data.

Schneider Financial Employee Directory

Investment ManagementNew Jersey, United States2-10 Employees

Schneider Financial, a small investment management firm based in Morristown, New Jersey, provides a range of financial services beyond traditional investment oversight, including accounting and tax advisory alongside wealth management for successful individuals and growing businesses. The firm emphasizes integrated financial planning, addressing interrelated areas such as retirement planning, college saving, cash flow and debt management, and risk management, rather than focusing solely on investments.

Schneider Financial positions itself as a single, comprehensive firm where a team of CPAs, tax advisors, and wealth advisors collaborate to provide holistic management for individuals, families, and their businesses. Securities are offered through Kestra Investment Services, LLC, with investment advisory services provided by Kestra Advisory Services, LLC, entities that are not affiliated with Schneider Financial Management LLC.

Schneider Financial Global Highlights

North America
6

United States Of America
6

Schneider Financial's Leadership

J. B.
Partner - Wealth Management Advisor
Mobile Phone
Email
M. G.
Director, Marketing, Client Service Representative
Mobile Phone
Email
W. S.
Principal
Mobile Phone
Email
B. W.
Financial Management Coordinator
Mobile Phone
Email

Schneider Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Schneider Financial

Name

Title

Contact Info

Location

Last Update

J. B.
Partner - Wealth Management Advisor
Mobile Phone
Email
United StatesNew York
May 23, 2026
M. G.
Director, Marketing, Client Service Representative
Mobile Phone
Email
United StatesNew York
Apr 01, 2024
W. S.
Principal
Mobile Phone
Email
United StatesNew Jersey
Apr 16, 2026
B. W.
Financial Management Coordinator
Mobile Phone
Email
United StatesNew Jersey
May 30, 2026

Frequently Asked Questions

What is Schneider Financial known for?

Schneider Financial operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-973-683-****

. Explore Schneider Financial's company overview page for more information.

What is Schneider Financial's most common email format?

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

How many employees does Schneider Financial have currently?

Schneider Financial has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Schneider Financial's key employees and leadership?

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

Partner - Wealth Management Advisor: J. B.
Director, Marketing, Client Service Representative: M. G.
Principal: W. S.
Financial Management Coordinator: B. W.

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Schneider Financial Employee Directory

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