Stonegate Financial Group logo

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

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  • United States Of America
    9

Stonegate Financial Group's Leadership

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

Contact profiles from Stonegate Financial Group

Name
Title
Contact
Location
Last Update
  • Senior Vice President, Cfp at Stonegate Financial Group
    S. C. S.
    Senior Vice President, Cfp
    UNITED STATES
    Feb 21, 2024
  • Financial Advisor at Stonegate Financial Group
    A. A. G.
    Financial Advisor
    UNITED STATES
    Mar 08, 2023
  • Financial Advisor at Stonegate Financial Group
    A. A. G.
    Financial Advisor
    UNITED STATES
    Mar 08, 2023
  • Financial Advisor at Stonegate Financial Group
    L. T.
    Financial Advisor
    UNITED STATES
    Mar 08, 2023
  • President Stonegate Financial And Branch Manager Rjfs at Stonegate Financial Group
    A. T. W.
    President Stonegate Financial And Branch Manager Rjfs
    UNITED STATES
    Mar 08, 2023
  • Employee at Stonegate Financial Group
    J. S.
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Stonegate Financial Group known for?

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Stonegate Financial Group operates in the Financial Services industry. You can contact Stonegate Financial Group's main corporate office by phone at . Explore Stonegate Financial Group's company overview page for more information.

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

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Stonegate Financial Group employees' email format typically follows the pattern of First.Last@stonegatefg.com. 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?

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Stonegate Financial Group has approximately 1 employees as of September 2026. These team members are located across 1 continents, including North America.

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

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As of September 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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