Commonwealth Financial Group logo

Commonwealth Financial Group Employee Directory

Financial ServicesSouth Carolina, United States51-200 Employees

Commonwealth Financial Group is a Charleston-based financial services firm established in 2001. It emphasizes independent, team-oriented planning to develop personalized financial strategies for clients. The firm aims to help clients align their financial goals with what matters most, defining wealth in terms of meaningful impact now and for future generations.

It operates as an independently owned firm that offers its own suite of products and services, while securities and advisory offerings are provided through Cetera-affiliated firms, which are separately owned. This structure places Commonwealth within the financial services sector as a practice serving individuals and families with personalized planning and investment guidance via an independent platform. The company is based in Charleston, South Carolina, and operates as a mid-sized firm.

Find Commonwealth Financial Group employees' phone numbers or email addresses

Commonwealth Financial Group Global Highlights

Location
Employees

North America
102

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  • United States Of America
    102

Asia
10

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  • Indonesia
    5
  • Philippines
    3
  • Nepal
    1
  • China
    1

Oceania
8

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  • Australia
    8

Africa
1

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  • Nigeria
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Commonwealth Financial Group's Leadership

  • Stylized image of a person
    P. F.
    Chief Sales Officer (cso)
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  • Stylized image of a person
    T. H.
    Owner
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  • Stylized image of a person
    E. M.
    Director Of Business Development
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  • Stylized image of a person
    S. H.
    Director, Design Center
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  • Stylized image of a person
    S. J. P.
    Advanced And Business Planning Director
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  • Stylized image of a person
    B. W.
    Agency Director
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  • Stylized image of a person
    E. F.
    New Business Manager
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  • Stylized image of a person
    M. G.
    Manager
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Commonwealth Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Community & Social Services
  • Administrative
  • Analytics
  • Other
  • Human Resources
  • Consultant

Contact profiles from Commonwealth Financial Group

Name
Title
Contact Info
Location
Last Update
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    R. C.
    Financial Advisor
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    Apr 16, 2026
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    A. B.
    Compensation Specialist
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    Oct 22, 2024
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    A. D.
    Financial Planner
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    Oct 22, 2024
  • Stylized image of a person
    B. M.
    Financial Planner
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    Oct 23, 2024
  • Stylized image of a person
    C. M.
    Associate
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    Oct 18, 2024
  • Stylized image of a person
    E. K.
    Marketing And Service Coordinator
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    Oct 23, 2024
  • Stylized image of a person
    J. T.
    Executive Assistant
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    Oct 17, 2024
  • Stylized image of a person
    J. W.
    Financial Advisor
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    Jun 25, 2026
  • Stylized image of a person
    J. P.
    Financial Advisor
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    Oct 21, 2024
  • Stylized image of a person
    M. M.
    Agent And Orphan Client Coordinator
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    Oct 21, 2024

Frequently Asked Questions

What is Commonwealth Financial Group known for?

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Commonwealth Financial Group was founded in 2001 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Commonwealth Financial Group's company overview page for more information.

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

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

How many employees does Commonwealth Financial Group have currently?

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Commonwealth Financial Group has approximately 104 employees as of July 2026. These team members are located across 5 continents, including North AmericaAsiaOceania.

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

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

  • Chief Sales Officer (cso): P. F.
  • Owner: T. H.
  • Director Of Business Development: E. M.
  • Director, Design Center: S. H.
  • Advanced And Business Planning Director: S. J. P.

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