XML Financial Group Employee Directory

XML Financial Group Global Highlights

Location

Employees

North America

63

• United States Of America
  63

Europe

1

• Italy
  1

North America accounts for 98% of XML Financial Group's workforce, followed by Europe (2%).

XML Financial Group's Leadership

• 
  S. C.

  Director Of Branch Activity And Advisor Engagement

  Mobile Phone

  Email
• 
  B. J. L.

  Senior Wealth Advisor

  Mobile Phone

  Email
• 
  J. M.

  Senior Wealth Advisor

  Mobile Phone

  Email
• 
  L. H.

  Senior Wealth Advisor

  Mobile Phone

  Email
• 
  S. F. C.

  Wealth Advisor

  Mobile Phone

  Email
• 
  S. K.

  Wealth Advisor

  Mobile Phone

  Email
• 
  J. S.

  Associate

  Mobile Phone

  Email
• 
  J. S.

  Wealth Advisor

  Mobile Phone

  Email

XML Financial Group Employee Metrics

• Banking
• Business
• Legal
• Finance
• Information Technology
• Other

Banking is the largest department at 83% of profiles with a known department, unchanged since January 2026, followed by Business (7%, unchanged) and Legal (7%, up from 5%).

Contact profiles from XML Financial Group

• 
  S. C.

  Director Of Branch Activity And Advisor Engagement

  Mobile Phone

  Email

  Oct 16, 2026
• 
  B. J. L.

  Senior Wealth Advisor

  Mobile Phone

  Email

  Oct 23, 2026
• 
  J. M.

  Senior Wealth Advisor

  Mobile Phone

  Email

  Jun 23, 2025
• 
  L. H.

  Senior Wealth Advisor

  Mobile Phone

  Email

  Oct 23, 2024
• 
  S. F. C.

  Wealth Advisor

  Mobile Phone

  Email

  Sep 24, 2026
• 
  S. K.

  Wealth Advisor

  Mobile Phone

  Email

  Sep 25, 2026
• 
  J. S.

  Associate

  Mobile Phone

  Email

  Aug 05, 2026
• 
  J. S.

  Wealth Advisor

  Mobile Phone

  Email

  Sep 25, 2026
• 
  C. L.

  Client Service Associate

  Mobile Phone

  Email

  Sep 24, 2026
• 
  N. H.

  Lpl Registered Administrative Associate

  Mobile Phone

  Email

  Oct 22, 2024

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Frequently Asked Questions

What are the largest departments at XML Financial Group?

Banking is the largest department at 83% of profiles with a known department, unchanged since January 2026, followed by Business (7%, unchanged) and Legal (7%, up from 5%). XML Financial Group's workforce spans 4 departments.

Where are XML Financial Group's employees located?

XML Financial Group has about 39 employees across 2 continents, most of them in North America. North America accounts for 98% of XML Financial Group's workforce, followed by Europe (2%). By country, the largest groups are United States Of America (98%) and Italy (2%).

How has XML Financial Group's workforce changed over the past year?

XML Financial Group's workforce fell 26% between January 2026 and November 2026. Banking has stayed at 83% of profiles with a known department.

How many employees does XML Financial Group have currently?

XML Financial Group has approximately 39 employees as of November 2026. These team members are located across 2 continents, including North America and Europe.

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

As of November 2026, XML Financial Group's key employees include:

• Director Of Branch Activity And Advisor Engagement: S. C.
• Senior Wealth Advisor: B. J. L.
• Senior Wealth Advisor: J. M.
• Senior Wealth Advisor: L. H.
• Wealth Advisor: S. F. C.

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

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

What is XML Financial Group known for?

XML Financial Group was founded in 2016 and operates in the Financial Services industry. You can contact XML Financial Group's main corporate office by phone at

+1-301-770-****

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