Stonebridge Wealth Management Employee Directory

Stonebridge Wealth Management corporate office is located in 163 W Lancaster Ave, Paoli, Pennsylvania, 19301, United States and has 1-10 employees.

stonebridge wealth management

stonebridge wealth management llc

Employees by Department

Departments

Number of employees

Operations

Finance

C-Suite

Key Employees of Stonebridge Wealth Management

EP
Eric Parnell
Chief Market Strategist
PhoneEmail
JS
James Shoup
Wealth Advisor
PhoneEmail
RG
Robert Georgio...
Managing Partner
PhoneEmail
GP
Georgine Palan...
Executive Assistant
PhoneEmail
RS
Robert Schmauk
Financial Planner
PhoneEmail
DH
Dana Heiserman
Operations Specialist
PhoneEmail

Stonebridge Wealth Management Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Stonebridge Wealth Management

Hundreds of professionals searching for Stonebridge Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

EP
Eric Parnell
Email Direct
Chief Market Strategist
United States , Pennsylvania , Paoli

JS
James Shoup
Email Direct
Wealth Advisor
United States , Pennsylvania , Paoli

RS
Robert Schmauk
Email Direct
Financial Planner
United States , Pennsylvania , Paoli

MN
Maury Newman
Email Direct
Administrative Assistant
United States , Pennsylvania , Paoli

GP
Georgine Palance
Email Direct
Executive Assistant
United States , Pennsylvania , Paoli

RG
Robert Georgiou
Email Direct
Managing Partner
United States , Pennsylvania , Paoli

DH
Dana Heiserman
Email Direct
Operations Specialist
United States , Pennsylvania , Paoli

Former Employees at Stonebridge Wealth Management

Explore people who held key positions, contributed to Stonebridge Wealth Management's success, and advanced their careers.

JS
John Satterfield
Partner, CFP at Stonebridge
Worked as Partner, CFP
at Stonebridge Wealth Management
Email Direct
JS
James Spinelli
Chief Executive Office... at Great Valley Advisor G...
Worked as Partner
at Stonebridge Wealth Management
Email Direct
JK
Joseph Koury
Senior VP, Wealth Mana... at Prestige Wealth Partne...
Worked as Managing Partner and Private Wealth Manager
at Stonebridge Wealth Management (2023-2025)
Email Direct

Explore More

People from Similar Companies in the Finance Industry Located in Pennsylvania, United States

Dollar Bank

1K - 5K Employees

CNB Financial

501-1,000 Employees

American Heritage Credit Union

501-1,000 Employees

Captive Capital

501-1,000 Employees

Hornor, Townsend & Kent

501-1,000 Employees

Vector Finance

501-1,000 Employees

Frequently Asked Questions Regarding Stonebridge Wealth Management Employees

How many employees does Stonebridge Wealth Management have?

Stonebridge Wealth Management has 1-10 employees

Who are Stonebridge Wealth Management key employees?

Some of Stonebridge Wealth Management key employees are Eric Parnell, James Shoup, Robert Georgiou, Georgine Palance, Robert Schmauk

Where is Stonebridge Wealth Management located?

Stonebridge Wealth Management’s headquarters are located at 163 W Lancaster Ave, Paoli, Pennsylvania, 19301, United States

How do I contact Stonebridge Wealth Management?

Stonebridge Wealth Management Contact Info: Website: www.sbridgewealth.com

What does Stonebridge Wealth Management do?

Stonebridge Wealth Management specializes in simplifying financial lives through tailored investment management and comprehensive financial planning services. Their team, composed of diverse, service-oriented professionals, focuses on understanding clients' unique financial situations and goals, offering solutions through regular strategy reviews a... Read More

Is Stonebridge Wealth Management a public company?

Stonebridge Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Stonebridge Wealth Management Employees