The Gleason Group Employee Directory

Financial ServicesKentucky, United States11-50 Employees

In a world that is increasingly and unnecessarily complex, we focus on what’s true, what matters, and what works.

We advise successful individuals and families who seek simplicity, clarity, and trusted guidance in their financial lives.

Our role is simple: Help you live by design, not by default.

You have one life to live. One legacy to leave. Our job is to help you make the most of both.

Your life is our passion.

Find The Gleason Group employees' phone numbers or email addresses

The Gleason Group Global Highlights

Location
Employees

North America
27

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  • United States Of America
    27

Europe
5

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  • Ukraine
    5

The Gleason Group's Leadership

  • Stylized image of a person
    A. G.
    Chief Compliance And Financial Officer
    Phone icon
  • Stylized image of a person
    G. T. G.
    President & Ceo | Financial Advisor
    Phone icon
  • Stylized image of a person
    A. N.
    Financial Advisor & Chief Investment Officer
    Phone icon
  • Stylized image of a person
    B. D.
    Director Of Financial Planning & Financial Advisor
    Phone icon
  • Stylized image of a person
    S. K.
    Director Of Client Experiences
    Phone icon
  • Stylized image of a person
    L. M.
    Director Of Retirement Planning, Financial Advisor
    Phone icon
  • Stylized image of a person
    M. Y.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    A. S.
    Director Of Client Services
    Phone icon

The Gleason Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Real Estate
  • Accounting
  • Administrative
  • Other

Contact profiles from The Gleason Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. G.
    Chief Compliance And Financial Officer
    Phone icon
    United StatesKentucky
    Jun 24, 2024
  • Stylized image of a person
    G. T. G.
    President & Ceo | Financial Advisor
    Phone icon
    United StatesGeorgia
    Jan 15, 2024
  • Stylized image of a person
    A. N.
    Financial Advisor & Chief Investment Officer
    Phone icon
    United StatesKentucky
    Jun 02, 2026
  • Stylized image of a person
    B. D.
    Director Of Financial Planning & Financial Advisor
    Phone icon
    United StatesKentucky
    May 12, 2025
  • Stylized image of a person
    S. K.
    Director Of Client Experiences
    Phone icon
    United StatesKentucky
    Oct 19, 2025
  • Stylized image of a person
    L. M.
    Director Of Retirement Planning, Financial Advisor
    Phone icon
    United StatesKentucky
    Jan 11, 2024
  • Stylized image of a person
    M. Y.
    Director Of Operations
    Phone icon
    United StatesKentucky
    Mar 24, 2026
  • Stylized image of a person
    A. S.
    Director Of Client Services
    Phone icon
    Jun 01, 2026
  • Stylized image of a person
    S. D.
    Director Of Family Office Services
    Phone icon
    United StatesKentucky
    May 20, 2025
  • Stylized image of a person
    T. T.
    Accounting Manager
    Phone icon
    United StatesKentucky
    Jun 01, 2026

Frequently Asked Questions

What is The Gleason Group known for?

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The Gleason Group was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 9418 Norton Commons Boulevard Suite 100 Prospect, Kentucky 40059 United States; you can contact the main corporate office by phone at . Explore The Gleason Group's company overview page for more information.

What is The Gleason Group's most common email format?

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

How many employees does The Gleason Group have currently?

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The Gleason Group has approximately 16 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are The Gleason Group's key employees and leadership?

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As of May 2026, The Gleason Group's key employees include:

  • Chief Compliance And Financial Officer: A. G.
  • President & Ceo | Financial Advisor: G. T. G.
  • Financial Advisor & Chief Investment Officer: A. N.
  • Director Of Financial Planning & Financial Advisor: B. D.
  • Director Of Client Experiences: S. K.

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