Stone Oak Wealth Management
Stone oak wealth management is an independent, registered wealth management company headquartered in san antonio, texas.
7-day free trial · no credit card
Verified contacts
9
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
1
tools in use
Monthly traffic
63
organic / mo
Sign up free to see all 9 verified contacts at Stone Oak Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- DL
Donald Laurence
Managing Director · General Business & Management
EmailPhone - AW
Abby Williams
Wealth Planning Associate · Finance & Accounting
EmailPhone - CE
Christopher Escobedo
Chief Operating Officer · General Business & Management
EmailPhone - GT
Greg Thompson
President Wealth Manager at Stone Oak Wealth Management · Other
EmailPhone - AW
Abby Williams
Wealth Planning Associate · Finance & Accounting
EmailPhone - CR
Cristina Raft
Registered Client Service Associate · Customer/Client Service
EmailPhone - JD
John Dallahan
Chief Compliance Officer · Legal
EmailPhone
Showing 7 of 9 verified contacts
Top roles at Stone Oak Wealth Management
6 distinct titles indexed · top 6 shown.
- 2managing director
- 2wealth planning associate
- 1chief compliance officer
- 1chief operating officer
- 1president wealth manager at stone oak wealth management
- 1registered client service associate
Sign up to unlock all 9 contacts at Stone Oak Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 9 verified contacts at Stone Oak Wealth Management
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.