Stocker Woods Financial Employee Directory

Financial ServicesTexas, United States2-10 Employees

Stocker Woods Financial, Inc. was founded in 2006 and took over Carl H. Stocker Associates, and Insurance and Investments firm which was originally founded in 1970 by founding member of SWF, Carl H. Stocker.

Mike Woods, Jared Ottmers and our team provide complete financial resources to individuals, families, business professionals, educators, and retirees. We will guide you through every aspect of planning for your financial needs - working toward accumulating your wealth, planning for and living in retirement, as well as preserving your family's lifestyle. 

 We keep the focus on what's important: you. We will personally interview you, assist you in defining your goals, and provide a range of options to strive to reach them. Additionally, we maintain a network of professional contacts to address specific issues, so the answer to any financial question is just a phone call or e-mail away.


Securities offered through Cambridge Investment Research Inc., a Broker/Dealer. Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and Stocker Woods Financial, Inc. are not affiliated.

Find Stocker Woods Financial employees' phone numbers or email addresses

Stocker Woods Financial Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Asia
1

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  • India
    1

Stocker Woods Financial's Leadership

  • Stylized image of a person
    J. A.
    Executive Assistant
    Phone icon
  • Stylized image of a person
    D. K.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    J. O.
    Courier
    Phone icon
  • Stylized image of a person
    J. M.
    Administrative Assistant
    Phone icon
  • Stylized image of a person
    I. B.
    Phone icon

Contact profiles from Stocker Woods Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. A.
    Executive Assistant
    Phone icon
    United StatesTexas
    Oct 18, 2025
  • Stylized image of a person
    D. K.
    Financial Advisor
    Phone icon
    United StatesTexas
    Oct 17, 2024
  • Stylized image of a person
    J. O.
    Courier
    Phone icon
    United StatesTexas
    Apr 25, 2025
  • Stylized image of a person
    J. M.
    Administrative Assistant
    Phone icon
    United StatesTexas
    Oct 27, 2025
  • Stylized image of a person
    I. B.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is Stocker Woods Financial known for?

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Stocker Woods Financial was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 3000 Wind River Lane, Suite 110; you can contact the main corporate office by phone at . Explore Stocker Woods Financial's company overview page for more information.

What is Stocker Woods Financial's most common email format?

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

How many employees does Stocker Woods Financial have currently?

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Stocker Woods Financial has approximately 5 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Stocker Woods Financial's key employees and leadership?

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As of December 2025, Stocker Woods Financial's key employees include:

  • Executive Assistant: J. A.
  • Financial Advisor: D. K.
  • Courier: J. O.
  • Administrative Assistant: J. M.
  • : I. B.

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