Money Concepts
Money Concepts

Money Concepts Information

Contact top employees from Money Concepts

Summary

Money Concepts is a private company that has been in the industry for 47 years. The company currently specializes in the Financial Services area. The position of the President & CEO is occupied by Denis Walsh. Its headquarters is located at Palm Beach Gardens, Florida, USA. The number of employees ranges from 25 to 100. The annual revenue of Money Concepts varies between 25M and 100M. To connect with Money Concepts employee register on SignalHire.

Organization Website

MoneyConcepts.com

Social Links

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Phone Number

561-472-2000

Industries

Headquarters Location

11440 North Jog Road, Palm Beach Gardens, FL, 33418 US

Employees Size

500-1000 employees

Specialties

Independent Financial Planning, Community Banks and Credit Unions, Tax Professionals, Financial Advisors

SIC Code

6189, 6282, 6199

DMA Code

Miami Metropolitan Area

Founded

1979

Estimated Annual Revenue

$25M - 100M

Operating Status

Independent Company

Competitors

Founded
Type
Employees
Revenue
Funding
2002Partnership 25 - 100 7.7M $0
2009Privately
Held
1 - 25 2.8M $0
2007Privately
Held
10-50 < 1M $0
1992Privately
Held
100-200 < 1M $0

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
arrow
Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at Money Concepts shows a diverse range of experience levels:
3% have been with the company for less than 1 year8% for 1–2 years6% for 3–4 years7% for 5–7 years10% for 8–10 years67% have over 11 years of service at Money Concepts
Ex-employees positions
In Company
In New Company
Contact top employees from Money Concepts
Brandon Lytle
President | Financial Advisor
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Jennifer Baker
Vice President, Licensing & Commissions
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Duane Porter
Senior Vice President Coaching & Training
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Barbara Glover
Wealth Advisor
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Richard Austin
Financial Advisor
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Karen Kane
Wealth Coach
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Jim Yarbrough
Financial Advisor
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Christopher Elmore
Registered Representative and Investment Advisor Representative
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Fernando Hirugami
Wealth Management Associate
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Abanoub Rafat Nassim
Sales Representative
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Omar Elgamel
Network Engineer
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Tanya Serrano
Life & Health Insurance Agent
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waleed Ahmed
Sales Representative
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Shady saad
Personal Loan Specialist
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Neville Tuft
Financial Advisor
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Lawrence Fugett
Registered Representative
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D Justin Haring
Investment Advisor Representative
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Mary Gerber
Director of Human Resources
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Karin Silva
Transfer Specialist
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Sean Moran
Life Insurance Associate
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Donald Fleming
Director Of Business Development
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Mamie Olsen
Support Specialist
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Chris Mathews
Financial Planner at JD Stewart Financial
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Beau Varnadoe CDFA
Financial Advisor
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Megan Bernhard
Corporate Accounting
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Jennifer Grilliot
Financial Advisor | Private Client Group at Money Concepts
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FAQ

Money Concepts operates in the Finance industries. More details can be found on the official website: MoneyConcepts.com.
The headquarters of Money Concepts are located in Palm Beach Gardens, United States.
The current CEO of Money Concepts is Denis Walsh
You can contact Money Concepts by phone at 561-472-2000.
Money Concepts currently employs 500-1000 people.
Money Concepts's revenue is approximately 68.8M.

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