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Beacon Financial Group - Wealth Management Services logo

Beacon Financial Group - Wealth Management Services Employee Directory

Investment ManagementTexas, United States11-50 Employees

Beacon Financial Group – Wealth Management Services operates in the investment management sector, offering wealth management services to clients. Based in Dallas, Texas, the firm has a small to mid-sized team and has served clients since 1995. It emphasizes a disciplined approach that aims to identify long-term market trends and guide asset allocation, while also evaluating opportunities for suitability and effectiveness. The organization coordinates securities and investment advisory offerings through affiliated entities, including Kestra Investment Services and Kestra Advisory Services, and maintains relationships with PartnersFinancial. In September 2025, Beacon Financial Group participated in an event related to the SPDR SSGA My2027 Corporate Bond ETF and reportedly held a small stake of about 1% in the ETF.

Find Beacon Financial Group - Wealth Management Services employees' phone numbers or email addresses

Beacon Financial Group - Wealth Management Services Global Highlights

Location
Employees

North America
30

Minus sign iconPlus sign icon
  • United States Of America
    30

Beacon Financial Group - Wealth Management Services's Leadership

  • Stylized image of a person
    J. J.
    Owner And President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. T.
    Senior Business Analyst
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. M.
    Employee Benefits Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. M.
    Licensed Realtor
    Phone icon
    Mobile Phone

Beacon Financial Group - Wealth Management Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Beacon Financial Group - Wealth Management Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. J.
    Owner And President
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    T. T.
    Senior Business Analyst
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    F. M.
    Employee Benefits Specialist
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    R. M.
    Licensed Realtor
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Beacon Financial Group - Wealth Management Services known for?

Minus sign iconPlus sign iconBeacon Financial Group - Wealth Management Services was founded in 1995 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-972-726-****
. Explore Beacon Financial Group - Wealth Management Services's company overview page for more information.

What is Beacon Financial Group - Wealth Management Services's most common email format?

Minus sign iconPlus sign iconBeacon Financial Group - Wealth Management Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Beacon Financial Group - Wealth Management Services email formats with LeadIQ.

How many employees does Beacon Financial Group - Wealth Management Services have currently?

Minus sign iconPlus sign iconBeacon Financial Group - Wealth Management Services has approximately 17 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Beacon Financial Group - Wealth Management Services's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Beacon Financial Group - Wealth Management Services's key employees include:

  • Owner And President: J. J.
  • Senior Business Analyst: T. T.
  • Employee Benefits Specialist: F. M.
  • Licensed Realtor: R. M.

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