Stuart Financial Group Employee Directory

Q: What is Stuart Financial Group known for?

Stuart Financial Group was founded in 1990. Stuart Financial Group operates in the Financial Services industry.

Q: How many employees does Stuart Financial Group have currently?

Stuart Financial Group has approximately 18 employees.

Financial ServicesUnited States11-50 Employees

Stuart Financial Group is a boutique financial planning firm serving clients throughout the DC metro area. Founded in 1990, we have developed our practice by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do. 

Our specialties: 

» Retirement Planning
» Wealth Accumulation
» Asset Protection
» IRA Legacy Planning
» Life Insurance
» Income Planning
» IRA & 401(k) Rollovers

Advisory services offered through J.W. Cole Advisors Inc. (JWCA). Stuart Financial Group and JWCA are unaffiliated entities. 
https://bit.ly/2Gw3Sa4

Find Stuart Financial Group employees' phone numbers or email addresses

Stuart Financial Group Global Highlights

North America
13

United States Of America
12
Canada
1

Africa
1

Kenya
1

Stuart Financial Group's Leadership

B. S.
President & Ceo
Mobile Phone
Email
S. M.
President
Mobile Phone
Email
L. S.
Co-Founder And Chief Operating Officer
Mobile Phone
Email
N. O.
General Manager
Mobile Phone
Email
K. W.
Office Manager
Mobile Phone
Email
D. S.
Wealth Strategist
Mobile Phone
Email
R. W.
Administrator
Mobile Phone
Email
C. G.
Financial Advisor
Mobile Phone
Email

Contact profiles from Stuart Financial Group

Name

Title

Contact Info

Location

Last Update

B. S.
President & Ceo
Mobile Phone
Email
United StatesMaryland
Oct 20, 2025
S. M.
President
Mobile Phone
Email
United StatesFlorida
Oct 10, 2025
L. S.
Co-Founder And Chief Operating Officer
Mobile Phone
Email
United StatesMaryland
Nov 12, 2025
N. O.
General Manager
Mobile Phone
Email
Kenya
Aug 08, 2025
K. W.
Office Manager
Mobile Phone
Email
United StatesGeorgia
Oct 24, 2025
D. S.
Wealth Strategist
Mobile Phone
Email
United StatesFlorida
Oct 26, 2025
R. W.
Administrator
Mobile Phone
Email
United StatesMaryland
Nov 12, 2025
C. G.
Financial Advisor
Mobile Phone
Email
United StatesFlorida
Aug 03, 2025

Frequently Asked Questions

What is Stuart Financial Group known for?

Stuart Financial Group was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 6411 Ivy Lane, Suite 520 Greenbelt, MD 20770, US; you can contact the main corporate office by phone at

+1-301-345-****

. Explore Stuart Financial Group's company overview page for more information.

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

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

How many employees does Stuart Financial Group have currently?

Stuart Financial Group has approximately 18 employees as of October 2025. These team members are located across 2 continents, including North AmericaAfrica.

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

As of October 2025, Stuart Financial Group's key employees include:

President & Ceo: B. S.
President: S. M.
Co-Founder And Chief Operating Officer: L. S.
General Manager: N. O.
Office Manager: K. W.

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