What departments does TFS Wealth Management have?

TFS Wealth Management has employees across 4 departments including Marketing, Banking, Analytics, Legal.

What is the largest department at TFS Wealth Management?

The largest department at TFS Wealth Management is Banking with 3 employees.

Where are TFS Wealth Management employees located globally?

TFS Wealth Management has employees across 3 continents and 4 countries including China, France, United States Of America, Canada.

How has TFS Wealth Management's team size changed over time?

TFS Wealth Management's team has decreased from approximately 30 to 24 employees based on available data.

TFS Wealth Management Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

TFS Wealth Management operates as a boutique financial services firm focused on wealth management and financial planning. It also provides a full spectrum of investment products, insurance options, and mortgage solutions. The firm aims to serve clients who want integrated guidance and access to a wide range of financial offerings through a single advisory relationship.

Based in Lincroft, New Jersey, the company positions itself as a smaller, service-oriented player in the financial services industry. Its client base includes individuals seeking comprehensive planning and a broad product lineup, with advisers supported by an extensive set of solutions. In 2022, a securities arbitration firm filed a six-figure FINRA arbitration complaint against TFS Securities, Inc.

TFS Wealth Management Global Highlights

North America
47

United States Of America
46
Canada
1

Asia
5

China
5

Europe
1

France
1

TFS Wealth Management's Leadership

T. D.
Vice President And Senior Marketing Specialist
Mobile Phone
Email
G. C.
Financial Advisor
Mobile Phone
Email
P. R.
Wealth Management Advisor
Mobile Phone
Email
C. G.
Fiancial Analyst Associate
Mobile Phone
Email
J. R.
Registered Representative
Mobile Phone
Email
K. T.
Wealth Management Advisor
Mobile Phone
Email
M. M.
Compliance Coordinator
Mobile Phone
Email
T. D.
Mobile Phone
Email

TFS Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Finance
Accounting
Administrative
Other
Program & Project Management

Contact profiles from TFS Wealth Management

Name

Title

Contact

Location

Last Update

T. D.
Vice President And Senior Marketing Specialist
Mobile Phone
Email
Mar 04, 2026
G. C.
Financial Advisor
Mobile Phone
Email
May 28, 2026
P. R.
Wealth Management Advisor
Mobile Phone
Email
Jul 07, 2026
C. G.
Fiancial Analyst Associate
Mobile Phone
Email
ChinaHubei
Aug 01, 2025
J. R.
Registered Representative
Mobile Phone
Email
Oct 17, 2024
K. T.
Wealth Management Advisor
Mobile Phone
Email
Oct 23, 2024
M. M.
Compliance Coordinator
Mobile Phone
Email
Oct 23, 2024
T. D.
Mobile Phone
Email
Mar 04, 2026

Frequently Asked Questions

What is TFS Wealth Management known for?

TFS Wealth Management was founded in 1976 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-732-758-****

. Explore TFS Wealth Management's company overview page for more information.

What is TFS Wealth Management's most common email format?

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

How many employees does TFS Wealth Management have currently?

TFS Wealth Management has approximately 32 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are TFS Wealth Management's key employees and leadership?

As of July 2026, TFS Wealth Management's key employees include:

Vice President And Senior Marketing Specialist: T. D.
Financial Advisor: G. C.
Wealth Management Advisor: P. R.
Fiancial Analyst Associate: C. G.
Registered Representative: J. R.

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TFS Wealth Management Employee Directory

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