Stonex Wealth Management
StoneX Wealth Management is a leading registered investment advisory firm and independent broker-dealer that provides an integrated platform of technology, comprehensive wealth management, and investment services to registered representatives, investment advisor representatives, and registered investment advisors nationwide and throughout Latin America. The firm supports more than 450 independent professionals with best-in-class service and products. StoneX Wealth Management is a wholly owned subsidiary of StoneX Group Inc.(NASDAQ: SNEX) which through its subsidiaries, is a leading provider of execution, risk management, market intelligence, and post-trade services across asset classes and markets around the world. StoneX Wealth Management is a trade name used by StoneX Securities Inc, StoneX Advisors Inc. and Trust Advisory Group, Ltd. Securities products are offered through StoneX Securities Inc, member FINRA/SIPC. Investment advisory services are offered through StoneX Advisors Inc. and Trust Advisory Group, Ltd. Trust Advisory Group is a wholly owned subsidiary of StoneX Advisors Inc. StoneX Securities Inc. and StoneX Advisors Inc. are wholly owned subsidiaries of StoneX Group Inc.(NASDAQ: SNEX). More information about StoneX Group Inc. is available at
7-day free trial · no credit card
Verified contacts
35
available on Kipplo
LinkedIn employees
39
201 to 500 range
Open roles
—
no listings
Distinct roles
24
indexed titles
Tech stack
2
tools in use
Monthly traffic
164
organic / mo
Sign up free to see all 35 verified contacts at Stonex Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
35 contacts with verified email or phone · masked until revealed.
- MW
Maribeth Williams
SVP of Client Relations · Sales & Business Development
EmailPhone - WB
Woody Bird
Financial Advisor - Vice President - Investments · Other
EmailPhone - BH
Bryan Hackett
Regional Manager · General Business & Management
EmailPhone - JT
Justin Thigpen
Senior Compliance Officer - Investment Advisor Services · Other
EmailPhone - SB
Stephanie Bova
Manager of Commissions, Registrations & Adminstration · Operations
EmailPhone - SJ
Stone Justice
Senior Advisor Support Associate · Customer/Client Service
EmailPhone - DH
Denise Herring
Financial Advisor · Finance & Accounting
EmailPhone - LW
Lisa Wiechert
Financial Advisor · Finance & Accounting
EmailPhone - ME
Morgan Elizabeth Gibson
Advisor Support Associate · Customer/Client Service
EmailPhone
Showing 9 of 35 verified contacts
Top roles at Stonex Wealth Management
24 distinct titles indexed · top 10 shown.
- 6financial advisor
- 2client associate
- 2financial consultant
- 2investment analyst
- 2senior advisor support associate
- 2senior business analyst
- 1, -
- 1advisor services
- 1advisor support associate
- 1bettola
- +14more titles
Sign up to unlock all 35 contacts at Stonex Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 35 verified contacts at Stonex Wealth Management
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.