Partners Financial Group, LLC. Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Based in State College, Pennsylvania, Partners Financial Group, LLC operates as a national financial services firm, delivering support to a network of independent financial professionals from its corporate headquarters. The company traces its origins to 1960 and focuses on providing the resources and services that enable independent advisors to serve their clients. As of September 30, 2020, the firm managed an asset base consisting of advisory, brokerage, and directly held assets totaling about $4.24 billion, highlighting its scale in the market.

The securities business is conducted through Cetera Wealth Services, LLC, a FINRA/SIPC-registered broker-dealer, while advisory offerings come through Cetera Investment Advisers LLC, a registered investment adviser. Additional advisory services are provided through Vicus Capital, Inc., also a registered investment adviser. In this structure, Partners Financial Group functions to support independent financial professionals within the financial services sector rather than delivering direct consumer-facing advisory services.

Find Partners Financial Group, LLC. employees' phone numbers or email addresses

Partners Financial Group, LLC. Global Highlights

Location
Employees

North America
66

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  • United States Of America
    66

Partners Financial Group, LLC.'s Leadership

  • Stylized image of a person
    V. D.
    Cfo
    Phone icon
  • Stylized image of a person
    C. S.
    Chief Of Staff
    Phone icon
  • Stylized image of a person
    E. D.
    President And Ceo
    Phone icon
  • Stylized image of a person
    J. W.
    Managing Partner
    Phone icon
  • Stylized image of a person
    J. C.
    Owner, Wealth Advisor
    Phone icon
  • Stylized image of a person
    K. D.
    Agency Owner/Ceo
    Phone icon
  • Stylized image of a person
    P. M.
    Owner
    Phone icon
  • Stylized image of a person
    S. S.
    Partner
    Phone icon

Partners Financial Group, LLC. Employee Metrics

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

Contact profiles from Partners Financial Group, LLC.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. D.
    President And Ceo
    Phone icon
    Jul 23, 2025
  • Stylized image of a person
    J. W.
    Managing Partner
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    J. C.
    Owner, Wealth Advisor
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    K. D.
    Agency Owner/Ceo
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    P. M.
    Owner
    Phone icon
    United StatesPennsylvania
    Jun 08, 2026
  • Stylized image of a person
    S. S.
    Partner
    Phone icon
    United StatesFlorida
    Oct 21, 2024
  • Stylized image of a person
    V. D.
    Cfo
    Phone icon
    United StatesPennsylvania
    Feb 09, 2026
  • Stylized image of a person
    T. S.
    Vp, Office Administration & Client Experience
    Phone icon
    United StatesPennsylvania
    Mar 26, 2026
  • Stylized image of a person
    C. S.
    Chief Of Staff
    Phone icon
    United StatesGeorgia
    Feb 24, 2026
  • Stylized image of a person
    E. S.
    Senior Vice President
    Phone icon
    United StatesMassachusetts
    Oct 18, 2024

Frequently Asked Questions

What is Partners Financial Group, LLC. known for?

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Partners Financial Group, LLC. was founded in 1960 operates in the Financial Services industry. The company's main headquarters is located in 476 Rolling Ridge Drive Suite 333 State College, Pennsylvania 16801 United States; you can contact the main corporate office by phone at . Explore Partners Financial Group, LLC.'s company overview page for more information.

What is Partners Financial Group, LLC.'s most common email format?

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

How many employees does Partners Financial Group, LLC. have currently?

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Partners Financial Group, LLC. has approximately 20 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Partners Financial Group, LLC.'s key employees and leadership?

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As of May 2026, Partners Financial Group, LLC.'s key employees include:

  • Cfo: V. D.
  • Chief Of Staff: C. S.
  • President And Ceo: E. D.
  • Managing Partner: J. W.
  • Owner, Wealth Advisor: J. C.

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