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Stonewood Financial Employee Directory

Financial ServicesKentucky, United States11-50 Employees

Stonewood Financial is a small-to-mid-sized financial services firm based in Louisville, Kentucky. It offers an integrated package that combines software, ready-to-use marketing programs, and coaching to help financial advisors grow their practices and enhance client acquisition. The offering includes prospecting seminars, materials for client meetings, and tailored client reports to support closing decisions.

The company targets financial professionals seeking growth, broader client offerings, and compliance with evolving regulations, delivering access via a subscription-based online platform. In 2022, Stonewood Financial launched the Retirement Tax Bill List Builder & Lead Generator, extending its product lineup.

Find Stonewood Financial employees' phone numbers or email addresses

Stonewood Financial Global Highlights

Location
Employees

North America
16

Minus sign iconPlus sign icon
  • United States Of America
    16

Stonewood Financial's Leadership

  • Stylized image of a person
    J. O.
    Principal
    Mobile Phone

Stonewood Financial Employee Metrics

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

Contact profiles from Stonewood Financial

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. O.
    Principal
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Stonewood Financial known for?

Minus sign iconPlus sign iconStonewood Financial was founded in 2001 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-502-588-****
. Explore Stonewood Financial's company overview page for more information.

What is Stonewood Financial's most common email format?

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

How many employees does Stonewood Financial have currently?

Minus sign iconPlus sign iconStonewood Financial has approximately 13 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Stonewood Financial's key employees and leadership?

Minus sign iconPlus sign icon

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

  • Principal: J. O.

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