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SFMG Wealth Advisors Employee Directory

Investment ManagementTexas, United States11-50 Employees

SFMG Wealth Advisors has about 42 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (96%), France (2%) and United Kingdom Of Great Britain And Northern Ireland (2%). Banking and Community & Social Services make up over half of the profiles with a known department. SFMG Wealth Advisors's workforce spans 4 departments.

Find SFMG Wealth Advisors employees' phone numbers or email addresses

SFMG Wealth Advisors Global Highlights

Location
Employees

North America
51

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  • United States Of America
    51

Europe
2

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  • France
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

North America accounts for 96% of SFMG Wealth Advisors's workforce, followed by Europe (4%).

SFMG Wealth Advisors's Leadership

  • Head Of Advisory & Wealth Advisor at SFMG Wealth Advisors
    T. J. Y.
    Head Of Advisory & Wealth Advisor
  • Senior Alternative Investments Associate at SFMG Wealth Advisors
    M. P.
    Senior Alternative Investments Associate
  • Marketing Coordinator at SFMG Wealth Advisors
    C. K.
    Marketing Coordinator
  • Wealth Advisor at SFMG Wealth Advisors
    M. C.
    Wealth Advisor
  • Associate Financial Planner at SFMG Wealth Advisors
    A. C.
    Associate Financial Planner
  • Technology Support Associate at SFMG Wealth Advisors
    A. N.
    Technology Support Associate
  • Client Service Associate at SFMG Wealth Advisors
    L. B.
    Client Service Associate
  • Client Service Coordinator at SFMG Wealth Advisors
    M. J.
    Client Service Coordinator

SFMG Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Community & Social Services
  • Other

Banking is the largest department at 86% of profiles with a known department, followed by Community & Social Services (6%) and Finance (6%).

Contact profiles from SFMG Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Head Of Advisory & Wealth Advisor at SFMG Wealth Advisors
    T. J. Y.
    Head Of Advisory & Wealth Advisor
    Mar 26, 2026
  • Senior Alternative Investments Associate at SFMG Wealth Advisors
    M. P.
    Senior Alternative Investments Associate
    Feb 18, 2025
  • Marketing Coordinator at SFMG Wealth Advisors
    C. K.
    Marketing Coordinator
    Aug 19, 2026
  • Wealth Advisor at SFMG Wealth Advisors
    M. C.
    Wealth Advisor
    Jul 10, 2026
  • Associate Financial Planner at SFMG Wealth Advisors
    A. C.
    Associate Financial Planner
    Oct 18, 2024
  • Technology Support Associate at SFMG Wealth Advisors
    A. N.
    Technology Support Associate
    Sep 09, 2026
  • Client Service Associate at SFMG Wealth Advisors
    L. B.
    Client Service Associate
    Oct 23, 2024
  • Client Service Coordinator at SFMG Wealth Advisors
    M. J.
    Client Service Coordinator
    Oct 23, 2024

Frequently Asked Questions

What are the largest departments at SFMG Wealth Advisors?

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Banking is the largest department at 86% of profiles with a known department, followed by Community & Social Services (6%) and Finance (6%). SFMG Wealth Advisors's workforce spans 4 departments.

Where are SFMG Wealth Advisors's employees located?

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SFMG Wealth Advisors has about 42 employees across 2 continents, most of them in North America. North America accounts for 96% of SFMG Wealth Advisors's workforce, followed by Europe (4%). By country, the largest groups are United States Of America (96%), France (2%) and United Kingdom Of Great Britain And Northern Ireland (2%).

How many employees does SFMG Wealth Advisors have currently?

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SFMG Wealth Advisors has approximately 42 employees as of October 2026. These team members are located across 2 continents, including North America and Europe.

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

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As of October 2026, SFMG Wealth Advisors's key employees include:

  • Head Of Advisory & Wealth Advisor: T. J. Y.
  • Senior Alternative Investments Associate: M. P.
  • Marketing Coordinator: C. K.
  • Wealth Advisor: M. C.
  • Associate Financial Planner: A. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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

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

What is SFMG Wealth Advisors known for?

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SFMG Wealth Advisors was founded in 2002 and operates in the Investment Management industry. You can contact SFMG Wealth Advisors's main corporate office by phone at . Explore SFMG Wealth Advisors's company overview page for more information.

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