Saxon Financial Group
The mission of Saxon Financial Group is first and foremost to protect and serve our client’s best interests. Our purpose is to organize assets, optimize accounts for performance, and educate families on how to be the best steward of their assets. Our Core Values: Client First. We are in this business because we have a passion for helping people reach their financial goals. We are not only your financial advisors; we are a core part of your road to success. We are available to talk to you about any questions or concerns you have, any time, on any topic. Integrity: We do what is right, even when it is difficult. We know that many people can be led astray when choosing financial products. Our team is dedicated to serving and protecting our clients, the organizations we work with, and our community. Teamwork: We have carefully selected each team member based on our core values. Just as we are committed to serving you, we are equally dedicated to helping each other as team members. Our office is a place of support, growth, and innovation. To speak with us today, please email Melody at Melody@SaxonFinancialGroup.com Saxon Financial Group may utilize third-party websites, including social media websites, blogs and other interactive content. Saxon Financial Group considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Saxon Financial Group generally retains copies of information that Saxon Financial Group or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Saxon Financial Group or the securities regulators. Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product.
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Verified contacts
11
available on Kipplo
LinkedIn employees
14
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
40
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- DB
Darrell Brooks
Financial Advisor · Finance & Accounting
EmailPhone - AM
Amanda Moore
Director of Client Operations & Marketing · General Business & Management
EmailPhone - AT
Ashley Trlica
Wealth Advisor · Finance & Accounting
EmailPhone - PT
Parker Thornhill
Relationship Manager · Sales & Business Development
EmailPhone - OC
Oscar Castro
Paraplanner · Finance & Accounting
EmailPhone - RL
Ryan Lunn
Business Development Associate · Sales & Business Development
EmailPhone - SS
Scott Staerker
Financial Advisor · Finance & Accounting
EmailPhone - TJ
Timothy J. Stewart
Portfolio Trader · Finance & Accounting
EmailPhone - JG
Jaclyn Gilbert
Chief Compliance and Operations Officer · Other
EmailPhone
Showing 9 of 11 verified contacts
Top roles at Saxon Financial Group
8 distinct titles indexed · top 8 shown.
- 2financial advisor
- 2portfolio trader
- 1business development associate
- 1chief compliance and operations officer
- 1director of client operations & marketing
- 1paraplanner
- 1relationship manager
- 1wealth advisor
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