Stearns Financial Group
Stearns Financial Group,(“SFG”) offers personalized financial planning, investment management, wealth management, and investment consultancy services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and businesses. SFG’s advisory services are tailored to the individual needs of our clients. SFG is a member of the Hightower Advisors network. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
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Verified contacts
36
available on Kipplo
LinkedIn employees
37
11 to 50 range
Open roles
—
no listings
Distinct roles
26
indexed titles
Tech stack
1
tools in use
Monthly traffic
207
organic / mo
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Decision-makers and verified team members
36 contacts with verified email or phone · masked until revealed.
- JJ
John J. Wheeler
Director of Investment Operations and Trading · Other
EmailPhone - MB
Megan Burris
Office Manager Event Coordinator · Operations
EmailPhone - PM
Paula McMillan
Wealth Advisor · Finance & Accounting
EmailPhone - SK
Shira Katsir
Wealth Advisor · Finance & Accounting
EmailPhone - AC
Alyse Creed
Financial Planner · Finance & Accounting
EmailPhone - HB
Heidi Bannerman
Client Service Associate · Customer/Client Service
EmailPhone - JC
Jason Croy
Financial Advisor · Finance & Accounting
EmailPhone - JM
Joyce Millwee
Client Services Associate · Customer/Client Service
EmailPhone - JL
Juliet L. Brown
Investment Associate · Finance & Accounting
EmailPhone
Showing 9 of 36 verified contacts
Top roles at Stearns Financial Group
26 distinct titles indexed · top 10 shown.
- 4wealth advisor
- 3client service associate
- 2co managing partner
- 2financial associate
- 2investment associate
- 2office manager event coordinator
- 2sr investment administrator
- 1- -
- 1client advocate
- 1client services associate
- +16more titles
Sign up to unlock all 36 contacts at Stearns Financial Group
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