What departments does Woodstock Financial Group, Inc. have?

Woodstock Financial Group, Inc. has employees across 3 departments including Operations, Finance, Sales.

What is the largest department at Woodstock Financial Group, Inc.?

The largest department at Woodstock Financial Group, Inc. is Finance with 9 employees.

Where are Woodstock Financial Group, Inc. employees located globally?

Woodstock Financial Group, Inc. has employees across 2 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada.

How has Woodstock Financial Group, Inc.'s team size changed over time?

Woodstock Financial Group, Inc.'s team has remained stable from approximately 16 to 16 employees based on available data.

Woodstock Financial Group, Inc. Employee Directory

Q: Who are Woodstock Financial Group, Inc.'s key employees and leadership?

Woodstock Financial Group, Inc.'s key employees include: President / Ceo: W. R., Chief Financial Officer Financial Operations: M. W..

Financial ServicesGeorgia, United States11-50 Employees

Woodstock Financial Group, Inc. operates in the financial services sector as a registered investment adviser and is a member of FINRA and SIPC. Based in Woodstock, Georgia, the firm provides support to independent financial professionals and their clients through turn-key solutions aimed at helping them achieve financial goals. With nearly twenty years in operation, it emphasizes service and assistance designed to enable adviser independence and quality client service.

The company notes a staffed office and invites confidential consultations for prospective representatives, reflecting its focus on expanding its network of independent advisors. It also mentions offering branding support as part of compensation for new representatives, illustrating an emphasis on helping advisers establish their own brand.

Woodstock Financial Group, Inc. Global Highlights

North America
34

United States Of America
33
Canada
1

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Woodstock Financial Group, Inc.'s Leadership

M. W.
Chief Financial Officer Financial Operations
Mobile Phone
Email
W. R.
President / Ceo
Mobile Phone
Email
D. H.
Vice President
Mobile Phone
Email
M. G.
Director
Mobile Phone
Email
E. L. M.
Manager
Mobile Phone
Email
J. C.
Investment Manager
Mobile Phone
Email
M. I.
Operations Manager
Mobile Phone
Email
E. A.
Senior Financial Advisor
Mobile Phone
Email

Woodstock Financial Group, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Education
Sales
Accounting
Other
Administrative

Contact profiles from Woodstock Financial Group, Inc.

Name

Title

Contact Info

Location

Last Update

V. D.
Advisory Operations
Mobile Phone
Email
United StatesGeorgia
Sep 12, 2025
K. O.
Wealth Management Advisor
Mobile Phone
Email
United StatesGeorgia
Sep 11, 2025
B. J.
Investment Advisor Representative
Mobile Phone
Email
Oct 16, 2024
D. M.
Independent Registered Representative
Mobile Phone
Email
Jun 08, 2026
D. T.
Registered Investment Advisor
Mobile Phone
Email
Oct 23, 2024
J. S. K.
Financial Advisor
Mobile Phone
Email
United StatesFlorida
Oct 17, 2024
J. H.
Registered Investment Adviser
Mobile Phone
Email
Oct 16, 2024
J. A.
Financial Advisor
Mobile Phone
Email
United StatesNew York
Oct 16, 2024
M. N.
Investment Advisory Representative
Mobile Phone
Email
United StatesNew York
Oct 17, 2024
R. J.
Independent Registered Representative
Mobile Phone
Email
United StatesFlorida
Oct 16, 2024

Frequently Asked Questions

What is Woodstock Financial Group, Inc. known for?

Woodstock Financial Group, Inc. operates in the Financial Services industry. The company's main headquarters is located in 117 Towne Lake Parkway Suite 200 Woodstock, Georgia 30188 United States; you can contact the main corporate office by phone at

+1-512-314-****

. Explore Woodstock Financial Group, Inc.'s company overview page for more information.

What is Woodstock Financial Group, Inc.'s most common email format?

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

How many employees does Woodstock Financial Group, Inc. have currently?

Woodstock Financial Group, Inc. has approximately 36 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Woodstock Financial Group, Inc.'s key employees and leadership?

As of February 2026, Woodstock Financial Group, Inc.'s key employees include:

Chief Financial Officer Financial Operations: M. W.
President / Ceo: W. R.
Vice President: D. H.
Director: M. G.
Manager: E. L. M.

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Woodstock Financial Group, Inc. Employee Directory

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