Financial Gravity is a financial service company that brings together companies that create symbiotic advantages.

Consulting

Finance

Investment Management

Small & Medium Businesses

Financial Gravity

Financial Gravity's headquarters in Allen, TX, United States

Scott Winters

Erling Brakke

Michael French

Rosemary Black

Kaili Winters

Alex Brockway

Jill Henderson

Brian Wolf

Zach Trimble

Mark Williams

William R. Nelson

Gary Nemer

This department oversees the administration, strategy, and financial planning for family office operations.

Family Office Management

This department oversees the strategic direction and high-level decision-making for the organization.

Executive Leadership

This department oversees financial planning, management, and technology infrastructure to ensure efficient operations.

Finance and Technology

The Client Engagement Team at Financial Gravity is dedicated to building and nurturing relationships with clients to ensure their ongoing success and satisfaction. This team, composed of senior leaders including the EVP of Client Success, CRO, Chief Evangelist, and CMO, collaborates to develop strategies that enhance client experiences, drive retention, and promote the symbiotic advantages offered by the company's financial services. They focus on understanding client needs, communicating value, and fostering long-term partnerships.

Client Engagement Team

The Leadership Team at Financial Gravity drives the strategic direction and overall vision of the company, ensuring alignment across departments to optimize client success and compliance. This diverse team combines expertise in finance, operations, marketing, and strategic initiatives to create and sustain symbiotic advantages for clients, fostering innovation and growth within the financial services sector.

Financial Gravity

Org chart

Teams

Family Office Management

Executive Leadership

Finance and Technology

Client Engagement Team

Leadership Team

Offices

Financial Gravity

Org chart

Teams

Family Office Management

Executive Leadership

Finance and Technology

Client Engagement Team

Leadership Team

Offices

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