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Stonegate Financial Group Employee Directory

Financial ServicesArizona, United States0-1 Employees

Stonegate Financial Group is an independent, boutique wealth management firm based in Scottsdale, Arizona. It combines institutional-style portfolio management with a broad set of consulting and planning services to address the needs of high net-worth individuals, business owners, and institutions. The firm emphasizes research-driven, time-tested investment strategies guided by an Investment Committee and dedicated Advisors who aim to balance attractive returns with risk management, cost control, and tax efficiency. Serving a diversified client base, Stonegate positions itself within the financial services industry as a comprehensive advisory resource that integrates asset management with personalized financial planning. The company operates from its Scottsdale location and focuses on delivering tailored wealth management solutions through an integrated, client-centric approach.

Find Stonegate Financial Group employees' phone numbers or email addresses

Stonegate Financial Group Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Stonegate Financial Group's Leadership

  • Stylized image of a person
    A. T. W.
    President Stonegate Financial And Branch Manager Rjfs
    Mobile Phone
  • Stylized image of a person
    S. C. S.
    Senior Vice President, Cfp
    Mobile Phone
  • Stylized image of a person
    A. A. G.
    Financial Advisor
    Mobile Phone
  • Stylized image of a person
    A. A. G.
    Financial Advisor
    Mobile Phone
  • Stylized image of a person
    L. T.
    Financial Advisor
    Mobile Phone
  • Stylized image of a person
    J. S.
    Mobile Phone

Contact profiles from Stonegate Financial Group

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. C. S.
    Senior Vice President, Cfp
    Mobile Phone
    UNITED STATES
    Feb 21, 2024
  • Stylized image of a person
    A. A. G.
    Financial Advisor
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    A. A. G.
    Financial Advisor
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    L. T.
    Financial Advisor
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    A. T. W.
    President Stonegate Financial And Branch Manager Rjfs
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    J. S.
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Stonegate Financial Group known for?

Minus sign iconPlus sign iconStonegate Financial Group operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-602-953-****
. Explore Stonegate Financial Group's company overview page for more information.

What is Stonegate Financial Group's most common email format?

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

How many employees does Stonegate Financial Group have currently?

Minus sign iconPlus sign iconStonegate Financial Group has approximately 1 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Stonegate Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Stonegate Financial Group's key employees include:

  • President Stonegate Financial And Branch Manager Rjfs: A. T. W.
  • Senior Vice President, Cfp: S. C. S.
  • Financial Advisor: A. A. G.
  • Financial Advisor: A. A. G.
  • Financial Advisor: L. T.

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