What departments does Stonewood Financial have?

Stonewood Financial has employees across 3 departments including Operations, Marketing, Sales.

What is the largest department at Stonewood Financial?

The largest department at Stonewood Financial is Operations with 1 employees.

Where are Stonewood Financial employees located globally?

Stonewood Financial has employees across 1 continents and 1 countries including United States Of America.

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

Stonewood Financial's team has remained stable from approximately 10 to 10 employees based on available data.

Stonewood Financial Employee Directory

Financial ServicesKentucky, United States11-50 Employees

Stonewood Financial is a small-to-mid-sized financial services firm based in Louisville, Kentucky. It offers an integrated package that combines software, ready-to-use marketing programs, and coaching to help financial advisors grow their practices and enhance client acquisition. The offering includes prospecting seminars, materials for client meetings, and tailored client reports to support closing decisions.

The company targets financial professionals seeking growth, broader client offerings, and compliance with evolving regulations, delivering access via a subscription-based online platform. In 2022, Stonewood Financial launched the Retirement Tax Bill List Builder & Lead Generator, extending its product lineup.

Stonewood Financial Global Highlights

North America
16

United States Of America
16

Stonewood Financial's Leadership

B. R. S.
Chief Executive Officer
Mobile Phone
Email
D. E.
Cao And Director Of Client Services
Mobile Phone
Email
J. S.
Vice President Of Marketing
Mobile Phone
Email
A. S.
Vice President Of Member Success
Mobile Phone
Email
M. R.
Founder And Chairman
Mobile Phone
Email
N. W.
Partner | Chief Operating Officer
Mobile Phone
Email
T. R.
National Sales Manager
Mobile Phone
Email
M. S.
Member Success Manager
Mobile Phone
Email

Stonewood Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Entrepreneurship
Accounting
Administrative
Other

Contact profiles from Stonewood Financial

Name

Title

Contact Info

Location

Last Update

B. R. S.
Chief Executive Officer
Mobile Phone
Email
United StatesKentucky
Jun 11, 2026
M. R.
Founder And Chairman
Mobile Phone
Email
United StatesKentucky
Jun 25, 2026
N. W.
Partner | Chief Operating Officer
Mobile Phone
Email
United StatesKentucky
Jun 28, 2026
D. E.
Cao And Director Of Client Services
Mobile Phone
Email
United StatesKentucky
May 29, 2026
J. S.
Vice President Of Marketing
Mobile Phone
Email
United StatesGeorgia
Jun 30, 2026
A. S.
Vice President Of Member Success
Mobile Phone
Email
United StatesKentucky
Jun 26, 2026
T. R.
National Sales Manager
Mobile Phone
Email
United StatesMontana
Jun 26, 2026
M. S.
Member Success Manager
Mobile Phone
Email
United StatesKentucky
Jan 29, 2026
J. O.
Principal
Mobile Phone
Email
Oct 17, 2024
R. P.
Associate
Mobile Phone
Email
United StatesKentucky
Sep 08, 2025

Frequently Asked Questions

What is Stonewood Financial known for?

Stonewood Financial was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 100 Mallard Creek Road Suite 200 Louisville, Kentucky 40207 United States; you can contact the main corporate office by phone at

+1-502-588-****

. Explore Stonewood Financial's company overview page for more information.

What is Stonewood Financial's most common email format?

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

How many employees does Stonewood Financial have currently?

Stonewood Financial has approximately 13 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Stonewood Financial's key employees and leadership?

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

Chief Executive Officer: B. R. S.
Cao And Director Of Client Services: D. E.
Vice President Of Marketing: J. S.
Vice President Of Member Success: A. S.
Founder And Chairman: M. R.

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Stonewood Financial Employee Directory

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