Stonewood Financial Employee Directory

Q: What is Stonewood Financial known for?

Stonewood Financial was founded in 2001. Stonewood Financial operates in the Financial Services industry.

Q: How many employees does Stonewood Financial have currently?

Stonewood Financial has approximately 13 employees.

Financial ServicesKentucky, United States11-50 Employees

Our services are designed for one bold purpose: To transform your business.

With Stonewood software, turn-key marketing programs, and training and coaching, you get access to proven sales and marketing approaches — and the tools to close business with them.

Seminars and lead generation tools for prospecting. Brochures and handouts for client meetings. Customized client reports to close business. It's a complete package sure to power you to success.

Advisors use our tools to:
Grow their practices
Diversify their client offerings
Stay compliant in today’s regulatory environment

Join our subscription-based website at StonewoodFinancial.com.

Connect with us on social media:
Twitter: https://twitter.com/stonewoodiul
Facebook: https://www.facebook.com/StonewoodFinancial/

Find Stonewood Financial employees' phone numbers or email addresses

Stonewood Financial Global Highlights

North America
15

United States Of America
15

Stonewood Financial's Leadership

B. R. S.
Chief Executive Officer
Mobile Phone
Email
D. E.
Cao And Director Of Client Services
Mobile Phone
Email
N. W.
Chief Operating Officer
Mobile Phone
Email
A. S.
Vice President Of Member Success
Mobile Phone
Email
M. R.
Founder And Chairman
Mobile Phone
Email
J. S.
Director Of Growth Marketing
Mobile Phone
Email
L. D.
Director Of Marketing And Technology
Mobile Phone
Email
T. R.
National Sales Manager
Mobile Phone
Email

Contact profiles from Stonewood Financial

Name

Title

Contact Info

Location

Last Update

B. R. S.
Chief Executive Officer
Mobile Phone
Email
United StatesKentucky
Sep 11, 2025
M. R.
Founder And Chairman
Mobile Phone
Email
United StatesKentucky
Jul 01, 2025
N. W.
Chief Operating Officer
Mobile Phone
Email
United StatesKentucky
Sep 25, 2025
D. E.
Cao And Director Of Client Services
Mobile Phone
Email
United StatesKentucky
Nov 21, 2025
A. S.
Vice President Of Member Success
Mobile Phone
Email
United StatesKentucky
Oct 24, 2025
J. S.
Director Of Growth Marketing
Mobile Phone
Email
United StatesKentucky
Oct 19, 2025
L. D.
Director Of Marketing And Technology
Mobile Phone
Email
United StatesColorado
Oct 23, 2025
T. R.
National Sales Manager
Mobile Phone
Email
United StatesMontana
Sep 10, 2025
M. S.
Member Success Manager
Mobile Phone
Email
United StatesKentucky
Oct 16, 2024
J. O.
Principal
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Stonewood Financial known for?

Stonewood Financial was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 100 Mallard Creek Road, Suite 200; 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?

Stonewood 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?

Stonewood Financial has approximately 13 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Stonewood Financial's key employees and leadership?

As of December 2025, Stonewood Financial's key employees include:

Chief Executive Officer: B. R. S.
Cao And Director Of Client Services: D. E.
Chief Operating Officer: N. W.
Vice President Of Member Success: A. S.
Founder And Chairman: M. R.

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