Concourse Financial Group

  • Financial Services
  • Mountain Brook AL
  • 122 employees
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Company Overview

Headquarters
2801 US Highway 280 S, Mountain Brook AL
Website
concoursefinancial.com
Phone
(833) 504-1774
Employees
122
Industry
Financial Services
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Financials & Stats

Revenue

$100B

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Who is Concourse Financial Group

Concourse Financial Group is a privately held company headquartered in Mountain Brook, Alabama, with 122 employees. They generate an annual revenue of $100 million. Concourse Financial Group aims to be the go-to resource for insurance and financial professionals seeking comprehensive guidance. They supply a variety of services and solutions tailored to cater to the financial planning needs of their clients. As a differentiator, Concourse Financial Group highlights its commitment to offering holistic solutions, combining support for insurance with comprehensive financial planning. Visit their website at concoursefinancial.com.

Company Leadership

Libet Anderson

President, Investment Solutions

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David Perry

Chief Executive Officer

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David Perry

Chief Executive Officer

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Concourse Financial Group Industry Tags

Financial Services
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FAQ

What is the location of Concourse Financial Group's headquarters?
The headquarters of Concourse Financial Group are situated at 2801 US Highway 280 S, Mountain Brook AL
What is Concourse Financial Group's phone number?
Concourse Financial Group's contact number is (833) 504-1774.
What is Concourse Financial Group's official website?
The official website of Concourse Financial Group can be found at concoursefinancial.com.
What is Concourse Financial Group's current revenue?
As of October 2022, Concourse Financial Group's annual revenue reached $100B.
How many employees does Concourse Financial Group currently have?
Concourse Financial Group employs approximately 122+ people as of October 2022
Which industries is Concourse Financial Group primarily operating in?
Concourse Financial Group operates in the following industries: Credit, Finance
Who is the President, Investment Solutions of Concourse Financial Group?
Concourse Financial Group's President, Investment Solutions is Libet Anderson
What are Concourse Financial Group's industry tags?
Concourse Financial Group's industry tags include: Financial Services

Employee Directory

Key Employees

Brad Mendenhall

President, Insurance Solutions

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Keira Lumbard

Retail Trader

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Michael Murray

Supervisory Principal

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Tom Kennedy

Vice President Fixed Income

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Whitney Jones

Sr surveillance officer

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Adrienne Blankenship

Business System Analyst

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Misty McMinn

Asset and Wealth Management Division Marketing Manager

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Rebecca Shurtz

Financial Planning Consultant

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