Where are Stonegate Financial employees located globally?

Stonegate Financial has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Stonegate Financial's team size changed over time?

Stonegate Financial's team has decreased from approximately 8 to 6 employees based on available data.

Stonegate Financial Employee Directory

Investment ManagementNorth Carolina, United States2-10 Employees

Stonegate Financial is a small investment management firm based in Cary, North Carolina, founded in 2005. It prioritizes a relationship-led approach, combining comprehensive planning with asset management to align financial goals with clients' desired life outcomes. Its team-based model offers coordinated guidance, spanning retirement and life beyond, intended to serve generations of clients.

Stonegate operates independently of a larger broker/dealer network and delivers investment advisory services through Raymond James Financial Services Advisors, Inc., with securities offered by Raymond James Financial Services, Inc. The client base comprises individuals and families seeking personalized financial planning and ongoing stewardship of their financial journey. The company emphasizes a partnership-driven approach, aiming to understand clients' priorities and milestones to shape their financial strategy.

Stonegate Financial Global Highlights

North America
8

United States Of America
8

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Stonegate Financial's Leadership

K. C.
Executive
Mobile Phone
Email

Stonegate Financial Employee Metrics

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2026

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Accounting
Administrative
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Arts & Design
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Contact profiles from Stonegate Financial

Name

Title

Contact Info

Location

Last Update

K. C.
Executive
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Stonegate Financial known for?

Stonegate Financial was founded in 2005 operates in the Investment Management industry. Explore Stonegate Financial's company overview page for more information.

What is Stonegate Financial's most common email format?

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

How many employees does Stonegate Financial have currently?

Stonegate Financial has approximately 9 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Stonegate Financial's key employees and leadership?

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

Executive: K. C.

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Stonegate Financial Employee Directory

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