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Valmark Financial Group Employee Directory

Financial ServicesOhio, United States201-500 Employees

Valmark Financial Group is a financial services firm based in Akron, Ohio, founded in 1963. It serves primarily entrepreneurial wealth transfer and wealth management firms, providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services to assist high-performing financial advisors in serving their clients. The company positions itself as a partner to the top tier of financial advisors within its selected market, focusing on products and services that address the needs of sophisticated clients and the firms that manage their wealth. Valmark operates through multiple affiliated entities, including Valmark Securities, Inc. and Valmark Advisers, Inc., offering securities and advisory services in a regulated framework. Recent developments highlight enhancements to its InForce Insurance Hub and the introduction of an integrated feature, Opportunity Engine, reflecting ongoing investment in tools that support advisor operations and client outcomes.

Find Valmark Financial Group employees' phone numbers or email addresses

Valmark Financial Group Global Highlights

Location
Employees

North America
396

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  • United States Of America
    395
  • Canada
    1

Africa
1

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  • Morocco
    1

Asia
1

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  • India
    1

Valmark Financial Group's Leadership

  • Stylized image of a person
    M. M.
    Chief Executive Officer
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  • Stylized image of a person
    A. F. A.
    Vice President Insurance Operations
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    L. R.
    President And Chief Executive Officer
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  • Stylized image of a person
    A. J.
    President
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    C. W.
    President
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  • Stylized image of a person
    C. W.
    President
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  • Stylized image of a person
    M. T.
    President
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  • Stylized image of a person
    W. B.
    President And Chief Executive Officer
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Valmark Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Information Technology
  • Human Resources
  • Other
  • Accounting

Contact profiles from Valmark Financial Group

Name
Title
Contact Info
Location
Last Update
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    B. F.
    Director Of Member Firm Development
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    Oct 23, 2024
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    B. F.
    Director Of Member Firm Development
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    Oct 22, 2024
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    E. J.
    Underwriting Director
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    May 12, 2025
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    L. G.
    Director Of Compliance
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    Oct 22, 2024
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    M. M.
    Director Of Operations
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    Oct 21, 2024
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    P. B.
    Insurance Services Director
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    Oct 17, 2024
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    Z. H.
    Director, Financial Planning
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    Jun 08, 2026
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    V. S.
    Manager
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    Oct 22, 2024
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    V. B.
    Manager Investment Services Training And Development
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    Oct 22, 2024
  • Stylized image of a person
    M. M.
    Office Manager
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    CanadaOntario
    Jun 26, 2026

Frequently Asked Questions

What is Valmark Financial Group known for?

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Valmark Financial Group was founded in 1963 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Valmark Financial Group's company overview page for more information.

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

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

How many employees does Valmark Financial Group have currently?

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Valmark Financial Group has approximately 217 employees as of July 2026. These team members are located across 3 continents, including North AmericaAfricaAsia.

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

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

  • Chief Executive Officer: M. M.
  • Vice President Insurance Operations: A. F. A.
  • President And Chief Executive Officer: L. R.
  • President: A. J.
  • President: C. W.

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