What departments does Stonewater Financial Group have?

Stonewater Financial Group has employees across 3 departments including Banking, Finance, Administrative.

What is the largest department at Stonewater Financial Group?

The largest department at Stonewater Financial Group is Banking with 1 employees.

Where are Stonewater Financial Group employees located globally?

Stonewater Financial Group has employees across 1 continents and 1 countries including United States Of America.

How has Stonewater Financial Group's team size changed over time?

Stonewater Financial Group's team has grown from approximately 6 to 7 employees based on available data.

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Stonewater Financial Group Employee Directory

Financial ServicesTexas, United States2-10 Employees

Stonewater Financial Group operates in the financial services sector, providing objective, personalized financial planning and ongoing advisory support. The firm emphasizes strategies aligned with client priorities and delivers attentive, high-touch service through a collaborative, team-based model. Its approach combines solid economic principles with adaptability to changing market conditions, aiming to keep clients' plans on track over time.

The client base comprises families and individuals pursuing structured, evidence-based financial planning with ongoing service. Located in Dallas, Texas, the firm operates with a small professional team within the financial services industry. Its emphasis on objective advice and long-term planning distinguishes its approach from more promotional or entertainment-focused guidance.

Stonewater Financial Group Global Highlights

North America
9

United States Of America
9

Stonewater Financial Group's Leadership

J. M.
Financial Planner
Mobile Phone
Email
J. B. W.
Holistic Financial Advisor
Mobile Phone
Email
Y. M.
Executive Assistant
Mobile Phone
Email
C. K.
Financial Planner / Founding Partner
Mobile Phone
Email

Stonewater Financial Group Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Stonewater Financial Group

Name

Title

Contact Info

Location

Last Update

J. M.
Financial Planner
Mobile Phone
Email
Jun 26, 2026
J. B. W.
Holistic Financial Advisor
Mobile Phone
Email
Jun 28, 2026
Y. M.
Executive Assistant
Mobile Phone
Email
Jan 06, 2026
C. K.
Financial Planner / Founding Partner
Mobile Phone
Email
Jun 29, 2026

Frequently Asked Questions

What is Stonewater Financial Group known for?

Stonewater Financial Group was founded in 2015 operates in the Financial Services industry. Explore Stonewater Financial Group's company overview page for more information.

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

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?

Stonewater Financial Group has approximately 8 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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

Financial Planner: J. M.
Holistic Financial Advisor: J. B. W.
Executive Assistant: Y. M.
Financial Planner / Founding Partner: C. K.

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Stonewater Financial Group Employee Directory

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