Stonegate Financial Employee Directory

Q: What is Stonegate Financial known for?

Stonegate Financial was founded in 2005. Stonegate Financial operates in the Investment Management industry.

Q: How many employees does Stonegate Financial have currently?

Stonegate Financial has approximately 9 employees.

Investment ManagementNorth Carolina, United States2-10 Employees

Established in 2005, Stonegate Financial began with a simple vision to place client interests first. We’ve assembled a team of like-minded professionals dedicated to treating individuals and families with a high level of concern and respect.

Though we are skilled in comprehensive planning and asset management, the first investment we make is in our relationship with you. We understand the correlation between your financial goals and the life you want to lead. We’re motivated to learn about the people you cherish and milestones you hope to reach. Helping you pursue financial freedom requires a partnership that emphasizes the value of your dreams and brings purpose to your prosperity.

OUR TEAM APPROACH
We work with you to look ahead and create a plan that will help you reach your short and long-term goals. When you partner with us, you don’t just have access to one advisor; you have the benefit of a team that counsels and coordinates to understand your unique situation.

We’re intentionally multi-generational so that we can work with you not just to retirement, but through retirement, and for the rest of your life.

Stonegate Financial is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Find Stonegate Financial employees' phone numbers or email addresses

Stonegate Financial Global Highlights

North America
8

United States Of America
8

Stonegate Financial's Leadership

T. W. C.
President, Stonegate Financial And Branch Manager, Rjfs
Mobile Phone
Email
B. W.
Office Manager
Mobile Phone
Email
T. S.
Wealth Advisor
Mobile Phone
Email
K. C.
Executive
Mobile Phone
Email
A. G.
Financial Advisor, Raymond James Financial Services | Partner
Mobile Phone
Email

Stonegate Financial Employee Metrics

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0%

2026

2025

2024

Accounting
Administrative
Analytics
Arts & Design
Banking
Other

Contact profiles from Stonegate Financial

Name

Title

Contact Info

Location

Last Update

T. W. C.
President, Stonegate Financial And Branch Manager, Rjfs
Mobile Phone
Email
United StatesNorth Carolina
Oct 22, 2025
B. W.
Office Manager
Mobile Phone
Email
United StatesNorth Carolina
Oct 20, 2025
T. S.
Wealth Advisor
Mobile Phone
Email
United StatesNorth Carolina
Nov 11, 2025
K. C.
Executive
Mobile Phone
Email
Oct 18, 2024
A. G.
Financial Advisor, Raymond James Financial Services | Partner
Mobile Phone
Email
United StatesNorth Carolina
Nov 19, 2025

Frequently Asked Questions

What is Stonegate Financial known for?

Stonegate Financial was founded in 2005 operates in the Investment Management industry. Explore Stonegate Financial's company overview page for more information.

What is Stonegate Financial's most common email format?

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

How many employees does Stonegate Financial have currently?

Stonegate Financial has approximately 9 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Stonegate Financial's key employees and leadership?

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

President, Stonegate Financial And Branch Manager, Rjfs: T. W. C.
Office Manager: B. W.
Wealth Advisor: T. S.
Executive: K. C.
Financial Advisor, Raymond James Financial Services | Partner: A. G.

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