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Stonewater Financial Group Employee Directory

Financial ServicesTexas, United States2-10 Employees

Stonewater Financial Group operates in the financial services sector, providing objective, personalized financial planning and ongoing advisory support. The firm emphasizes strategies aligned with client priorities and delivers attentive, high-touch service through a collaborative, team-based model. Its approach combines solid economic principles with adaptability to changing market conditions, aiming to keep clients' plans on track over time.

The client base comprises families and individuals pursuing structured, evidence-based financial planning with ongoing service. Located in Dallas, Texas, the firm operates with a small professional team within the financial services industry. Its emphasis on objective advice and long-term planning distinguishes its approach from more promotional or entertainment-focused guidance.

Find Stonewater Financial Group employees' phone numbers or email addresses

Stonewater Financial Group Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Stonewater Financial Group's Leadership

  • Stylized image of a person
    J. M.
    Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. B. W.
    Holistic Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. K.
    Financial Planner / Founding Partner
    Phone icon
    Mobile Phone

Stonewater Financial Group Employee Metrics

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

Contact profiles from Stonewater Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. M.
    Financial Planner
    Phone icon
    Mobile Phone
    May 29, 2025
  • Stylized image of a person
    J. B. W.
    Holistic Financial Advisor
    Phone icon
    Mobile Phone
    Sep 23, 2025
  • Stylized image of a person
    C. K.
    Financial Planner / Founding Partner
    Phone icon
    Mobile Phone
    Aug 07, 2025

Frequently Asked Questions

What is Stonewater Financial Group known for?

Minus sign iconPlus sign iconStonewater Financial Group was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 14241 Dallas Parkway Suite 1200 Dallas, Texas 75254 United States. Explore Stonewater Financial Group's company overview page for more information.

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

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

How many employees does Stonewater Financial Group have currently?

Minus sign iconPlus sign iconStonewater Financial Group has approximately 7 employees as of June 2026. These team members are located across 1 continents, including North America.

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

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As of June 2026, Stonewater Financial Group's key employees include:

  • Financial Planner: J. M.
  • Holistic Financial Advisor: J. B. W.
  • Financial Planner / Founding Partner: C. K.

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