Money Concepts is an independent broker-dealer founded on the principle of true ownership. Since 1979 we’ve formed a network of wealth management franchises (no franchise fee) for advisor, tax pro or financial institution. Independently owned franchises allow advisors to apply "Best Practices"​ to build their business their way. Privately held we are not influenced by product providers. Advisors choose non-proprietary products on a fee and commission basis without quotas or hidden fees. Focused only on advisors, we serve as their business partner.  

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Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. All Securities Offered Through Money Concepts Capital Corp. Member FINRA /SIPC ©2014 Money Concepts

Enterprise Software

Money Concepts

Denis Walsh

Lawrence R. Lund Cfp®

Mrfc Jim Harris

Liza Perlow

Jeffrey L. Fine

Barry Rittman

Evelyn Boes

Corey Miles

Shannon Britt

Mario John Monteiro

Rfc Kenny R. Parker Sr.

Darren Tharp

Rfc Precita Beatty-Blakeney Rtrp (Ann)

Dan Pyle

The Finance and Accounting team at Money Concepts is responsible for managing the company's financial health, overseeing transactional accuracy, and ensuring regulatory compliance. They handle financial planning, budgeting, reporting, and analysis. This team also manages investment portfolios, supports banking and sales operations, and provides strategic financial insights to help advisors and franchises grow their businesses effectively.

Finance and Accounting

Leadership Team

Financial Planning and Wealth Management

Finance and Accounting

About

Team members

Other teams at Money Concepts

Leadership Team

Financial Planning and Wealth Management