Stonewater Financial Group Employee Directory

Financial ServicesTexas, United States2-10 Employees

Our mission at Stonewater Financial Group is to enrich families and communities by delivering superior financial planning and advice.  We believe that despite the noise of opinion and financial entertainers, (mathematical) truth partnered with execution stands the test of time and helps produce results.  Our Financial Planning clients receive objective strategies custom tailored to their priorities, with ongoing updates and high-touch service. 

The STONE represents the firm foundation of economic principles and academic research that is the basis of advice, while the WATER represents the ever-changing financial landscape that we must adjust to. Together this philosophy coupled with our team-based approach, help ensure a client’s financial plan to stay the course as their situation evolves.

Find Stonewater Financial Group employees' phone numbers or email addresses

Stonewater Financial Group Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Stonewater Financial Group's Leadership

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    J. M.
    Financial Planner
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  • Stylized image of a person
    J. B. W.
    Holistic Financial Advisor
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  • Stylized image of a person
    C. S.
    Financial Planner
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  • Stylized image of a person
    O. K.
    Financial Planner
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    E. M.
    Financial Planner
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    D. S.
    Executive Assistant
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  • Stylized image of a person
    C. K.
    Financial Planner / Founding Partner
    Phone icon

Stonewater Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Stonewater Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. M.
    Financial Planner
    Phone icon
    Dec 16, 2025
  • Stylized image of a person
    J. B. W.
    Holistic Financial Advisor
    Phone icon
    Dec 16, 2025
  • Stylized image of a person
    C. S.
    Financial Planner
    Phone icon
    United StatesTexas
    Jul 29, 2024
  • Stylized image of a person
    O. K.
    Financial Planner
    Phone icon
    United StatesTexas
    Apr 16, 2026
  • Stylized image of a person
    E. M.
    Financial Planner
    Phone icon
    United StatesTexas
    Mar 26, 2026
  • Stylized image of a person
    D. S.
    Executive Assistant
    Phone icon
    United StatesTexas
    Dec 16, 2025
  • Stylized image of a person
    C. K.
    Financial Planner / Founding Partner
    Phone icon
    Apr 13, 2026

Frequently Asked Questions

What is Stonewater Financial Group known for?

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Stonewater Financial Group was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 14241 Dallas Parkway Suite 1200 Dallas, Texas 75254 United States. Explore Stonewater Financial Group's company overview page for more information.

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

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

How many employees does Stonewater Financial Group have currently?

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Stonewater Financial Group has approximately 7 employees as of April 2026. These team members are located across 1 continents, including North America.

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

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As of April 2026, Stonewater Financial Group's key employees include:

  • Financial Planner: J. M.
  • Holistic Financial Advisor: J. B. W.
  • Financial Planner: C. S.
  • Financial Planner: O. K.
  • Financial Planner: E. M.

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