What departments does West Financial Services, Inc. have?

West Financial Services, Inc. has employees across 6 departments including Finance, Operations, Program & Project Management, Administrative, Product Management.

What is the largest department at West Financial Services, Inc.?

The largest department at West Financial Services, Inc. is Finance with 6 employees.

Where are West Financial Services, Inc. employees located globally?

West Financial Services, Inc. has employees across 3 continents and 3 countries including South Africa, France, United States Of America.

How has West Financial Services, Inc.'s team size changed over time?

West Financial Services, Inc.'s team has decreased from approximately 46 to 41 employees based on available data.

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West Financial Services, Inc. Employee Directory

Financial ServicesVirginia, United States11-50 Employees

West Financial Services, Inc. is a fee-only financial services firm founded in 1982 that serves clients as a fiduciary. It emphasizes a conservative, ethical approach to growing and protecting wealth, combining disciplined planning with personalized service.

Its clients are accomplished professionals who have built wealth through business ownership and long careers and seek help coordinating retirement, inheritance, divorce, and other financial matters. The firm positions itself as a consultative partner that bridges work life, personal investments, and future cash flow and estate needs, often collaborating with clients' other professionals or making introductions when needed. In 2020, West Financial Services merged with Longview Financial Advisors, Inc., and the company is based in Tysons, Virginia, operating with a relatively small advisory team.

West Financial Services, Inc. Global Highlights

North America
74

United States Of America
74

Africa
2

South Africa
2

Europe
1

France
1

West Financial Services, Inc.'s Leadership

G. R.
Chief Investment Officer
Mobile Phone
Email
B. M.
President
Mobile Phone
Email
B. G.
President & Cio
Mobile Phone
Email
L. W.
President
Mobile Phone
Email
J. O.
Founder
Mobile Phone
Email
C. H.
Partner
Mobile Phone
Email
C. B.
Owner
Mobile Phone
Email
C. S.
Owner
Mobile Phone
Email

West Financial Services, Inc. Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Business
Finance
Program & Project Management
Other
Information Technology
Community & Social Services

Contact profiles from West Financial Services, Inc.

Name

Title

Contact Info

Location

Last Update

L. N.
Relationship Manager/Vice President
Mobile Phone
Email
United StatesVirginia
Jan 27, 2026
R. H. C.
Relationship Manager, Vice President
Mobile Phone
Email
Oct 27, 2025
S. D.
Senior Vice President West Coast
Mobile Phone
Email
Oct 21, 2024
L. K.
Managing Director
Mobile Phone
Email
May 23, 2026
G. B.
Director Of Consulting Services
Mobile Phone
Email
United StatesVirginia
Jun 26, 2026
A. J.
Director Of Portfolio Management
Mobile Phone
Email
May 27, 2026
K. M.
Associate Portfolio Manager Director Of Portfolio Operations Division
Mobile Phone
Email
Nov 03, 2025
L. K.
Managing Director
Mobile Phone
Email
Jun 08, 2026
M. N.
Director Of Operations
Mobile Phone
Email
Sep 08, 2023
B. L.
Associate Portfolio Manager
Mobile Phone
Email
United StatesVirginia
Jul 30, 2025

Frequently Asked Questions

What is West Financial Services, Inc. known for?

West Financial Services, Inc. was founded in 1982 operates in the Financial Services industry. The company's main headquarters is located in 2010 Corporate Ridge Road Suite 530 Tysons, Virginia 22102 United States; you can contact the main corporate office by phone at

+1-703-847-****

. Explore West Financial Services, Inc.'s company overview page for more information.

What is West Financial Services, Inc.'s most common email format?

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

How many employees does West Financial Services, Inc. have currently?

West Financial Services, Inc. has approximately 42 employees as of May 2026. These team members are located across 3 continents, including North AmericaAfricaEurope.

Who are West Financial Services, Inc.'s key employees and leadership?

As of May 2026, West Financial Services, Inc.'s key employees include:

Chief Investment Officer: G. R.
President: B. M.
President & Cio: B. G.
President: L. W.
Founder: J. O.

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West Financial Services, Inc. Employee Directory

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