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Stoneway Financial, LLC Employee Directory

Financial ServicesTexas, United States2-10 Employees

Stoneway Financial, LLC operates in the financial services sector, offering guidance across clients’ financial lives with the aim of fostering stability and financial independence. The firm emphasizes a personalized, client-centered approach delivered by experienced professionals who help clients identify goals and chart a path to them. A core principle is educating clients and ensuring a clear understanding of their current financial situation to support prudent decision-making about the future. The company is based in Addison, Texas, and maintains an additional office in Tyler, Texas, reflecting a regional presence.

Securities are offered through Cetera Advisor Networks LLC (FINRA/SIPC), while investment advisory services are provided through CWM, LLC, an SEC-registered investment adviser. Cetera Advisor Networks LLC and CWM, LLC operate under separate ownership, reflecting a common industry structure in which brokerage and advisory activities are conducted by distinct entities.

Find Stoneway Financial, LLC employees' phone numbers or email addresses

Stoneway Financial, LLC Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Stoneway Financial, LLC's Leadership

  • Stylized image of a person
    J. R.
    President
    Mobile Phone
  • Stylized image of a person
    J. R.
    Client Services Associate
    Mobile Phone

Stoneway Financial, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Stoneway Financial, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. R.
    President
    Mobile Phone
    United StatesTexas
    Feb 18, 2026
  • Stylized image of a person
    J. R.
    Client Services Associate
    Mobile Phone
    United StatesTexas
    Oct 20, 2025

Frequently Asked Questions

What is Stoneway Financial, LLC known for?

Minus sign iconPlus sign iconStoneway Financial, LLC operates in the Financial Services industry. Explore Stoneway Financial, LLC's company overview page for more information.

What is Stoneway Financial, LLC's most common email format?

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

How many employees does Stoneway Financial, LLC have currently?

Minus sign iconPlus sign iconStoneway Financial, LLC has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Stoneway Financial, LLC's key employees and leadership?

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As of July 2026, Stoneway Financial, LLC's key employees include:

  • President: J. R.
  • Client Services Associate: J. R.

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