What departments does Storey & Associates have?

Storey & Associates has employees across 1 departments including Analytics.

What is the largest department at Storey & Associates?

The largest department at Storey & Associates is Analytics with 2 employees.

Where are Storey & Associates employees located globally?

Storey & Associates has employees across 1 continents and 1 countries including United States Of America.

How has Storey & Associates's team size changed over time?

Storey & Associates's team has grown from approximately 5 to 6 employees based on available data.

Storey & Associates Employee Directory

Financial ServicesOhio, United States0-1 Employees

Storey & Associates is a fee-only financial advisory practice focused on financial planning and asset management for individuals and families. Its clients include executives, professionals, business owners, young families, and retirees. The firm begins by understanding each client’s objectives and risk tolerance, then designs a tailored plan that may cover retirement planning, asset management, tax optimization, estate and insurance planning, and executive compensation. Because it does not accept commissions or payments from sources other than its clients, the firm operates on a fee-only model and is a member of the National Association of Personal Financial Advisors, reflecting its fiduciary commitment.

Based in Canton, Ohio, Storey & Associates has a history spanning more than three decades in financial planning and asset management. In October 2021, MAI Capital Management, LLC acquired Storey & Associates.

Storey & Associates Global Highlights

North America
9

United States Of America
9

Storey & Associates's Leadership

T. N.
Manager Client Service
Mobile Phone
Email
B. O.
Financial Planning Analyst
Mobile Phone
Email
G. P.
Financial Planning Analyst
Mobile Phone
Email
T. K.
Mobile Phone
Email

Storey & Associates Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Other

Contact profiles from Storey & Associates

Name

Title

Contact

Location

Last Update

T. N.
Manager Client Service
Mobile Phone
Email
UNITED STATES
Jul 13, 2023
B. O.
Financial Planning Analyst
Mobile Phone
Email
UNITED STATES
Jul 13, 2023
G. P.
Financial Planning Analyst
Mobile Phone
Email
UNITED STATES
Jul 12, 2023
T. K.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Storey & Associates known for?

Storey & Associates operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-330-526-****

. Explore Storey & Associates's company overview page for more information.

What is Storey & Associates's most common email format?

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

How many employees does Storey & Associates have currently?

Storey & Associates has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Storey & Associates's key employees and leadership?

As of July 2026, Storey & Associates's key employees include:

Manager Client Service: T. N.
Financial Planning Analyst: B. O.
Financial Planning Analyst: G. P.
: T. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Storey & Associates Employee Directory

Find Storey & Associates employees' phone numbers or email addresses

Name search is limited — try advanced search instead