What departments does Shank Wealth Management have?

Shank Wealth Management has employees across 3 departments including Operations, Marketing, Administrative.

What is the largest department at Shank Wealth Management?

The largest department at Shank Wealth Management is Operations with 1 employees.

Where are Shank Wealth Management employees located globally?

Shank Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Shank Wealth Management's team size changed over time?

Shank Wealth Management's team has remained stable from approximately 8 to 8 employees based on available data.

Shank Wealth Management Employee Directory

Financial ServicesTexas, United States2-10 Employees

Shank Wealth Management is an independent Wealth Management firm with a consistent, disciplined process. We are a team of Financial Planners with more than 50 years of combined experience helping clients meet objectives well beyond their investment goals. Our clients receive sophisticated financial planning, portfolio management, and personalized client services.

Securities Offered Through LPL Financial, A Registered Investment Adviser. 
Member FINRA/SIPC. www.finra.org and www.sipc.org  Investment advice offered through Symphony Financial, Ltd., Co., a registered investment advisor. Symphony Financial, Ltd., Co. and Shank Wealth Management, LLC are separate entities from LPL Financial. 


The LPL Financial registered representatives associated with this 
page may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, FL, GA, LA, MT, ND, SC, TX

"Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness."

Find Shank Wealth Management employees' phone numbers or email addresses

Shank Wealth Management Global Highlights

North America
10

United States Of America
10

Shank Wealth Management's Leadership

M. G.
Director Of Operations, President
Mobile Phone
Email
B. J.
Partner And Vice President
Mobile Phone
Email
P. M.
Vice President
Mobile Phone
Email
C. S.
Vice President
Mobile Phone
Email
T. N.
Office Manager/Marketing Director
Mobile Phone
Email
E. A.
Office Manager
Mobile Phone
Email
K. L.
Mobile Phone
Email
T. G.
Mobile Phone
Email

Shank Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Shank Wealth Management

Name

Title

Contact Info

Location

Last Update

M. G.
Director Of Operations, President
Mobile Phone
Email
United StatesTexas
Nov 20, 2025
B. J.
Partner And Vice President
Mobile Phone
Email
United StatesTexas
Mar 12, 2025
P. M.
Vice President
Mobile Phone
Email
United StatesTexas
Nov 12, 2025
C. S.
Vice President
Mobile Phone
Email
United StatesTexas
Oct 21, 2024
T. N.
Office Manager/Marketing Director
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
E. A.
Office Manager
Mobile Phone
Email
United StatesTexas
Oct 23, 2024
K. L.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
T. G.
Mobile Phone
Email
United StatesTexas
Jul 07, 2024

Frequently Asked Questions

What is Shank Wealth Management known for?

Shank Wealth Management was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 2627 Chestnut Ridge Suite 260 Kingwood, Texas 77339 United States; you can contact the main corporate office by phone at

+1-281-359-****

. Explore Shank Wealth Management's company overview page for more information.

What is Shank Wealth Management's most common email format?

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

How many employees does Shank Wealth Management have currently?

Shank Wealth Management has approximately 5 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Shank Wealth Management's key employees and leadership?

As of April 2026, Shank Wealth Management's key employees include:

Director Of Operations, President: M. G.
Partner And Vice President: B. J.
Vice President: P. M.
Vice President: C. S.
Office Manager/Marketing Director: T. N.

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