AeroLeads people directory · profile
Greg Thompson Email & Phone Number
President and Founder at Stone Oak Wealth Management
at
Stone Oak Wealth Management
2 work emails found
@stoneoakwealth.com
11 phones found area 210, 806, 505, and 956
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
President and Founder at Stone Oak Wealth Management
Location
San Antonio, Texas, United States
Company size
Who is Greg Thompson? Overview
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Quick answer
Greg Thompson is listed as President and Founder at Stone Oak Wealth Management at Stone Oak Wealth Management, a company with 8 employees, based in San Antonio, Texas, United States. AeroLeads shows a work email signal at stoneoakwealth.com, phone signal with area code 210, 806, 505, 956, and a matched LinkedIn profile for Greg Thompson.
Greg Thompson previously worked as President & Founder at Stone Oak Wealth Management at Stone Oak Wealth Management and Senior Partner at Titleist Asset Management, Ltd.. Greg Thompson holds Bba, Finance from West Texas A&M University.
Company email context
Email format at Stone Oak Wealth Management
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{first_initial}{last}@stoneoakwealth.com
92% confidence
AeroLeads found 2 current-domain work email signals for Greg Thompson. Compare company email patterns before reaching out.
Profile bio
About Greg Thompson
ABOUT➤ DOES YOUR WEALTH ALIGN WITH YOUR VALUES?… Are you aware there are values-based investing options available?… Are you concerned about the ups and downs of the stock market?… Is inflation causing concern and its hard to put words around it?Good financial advice is good spiritual advice. We can help you take control and ensure your legacy stays intact for generations.➤ With our help, you can:- Ensure your financial plan is being executed with rigor.- Start to feel better with a plan of action in place while embracing financial stewardship- Have the freedom to discuss what is causing financial concerns and find joy in the plan.➤ Click here to know more about our services ➤➤➤ https://bit.ly/4bRaPfV ➤ FOR THE BUSINESS OWNERS:As a business owner myself, I understand first-hand the nuances of balancing risk between the needs of the organization and the needs of the family at home. Ensuring your legacy stays intact at home and at work is one of the things we do best. From administering company 401k plans to self-directed donor funds, our team can handle the most complicated mix of portfolio requirements in the most tax-efficient way possible. Whether you have worked decades to accumulate your wealth, or inherited it, or recently (or will soon) come into a windfall, we will guide you through our process of financial stewardship.➤ Click here to learn more ➤➤➤ https://bit.ly/46cT75l “The SOWM team far exceeds expectations in honesty & integrity, best in class knowledge & expertise, and good ole fashioned hospitality. God literally took us to the very depths in our finances, but that is what allowed us to find SOWM. So it was all worth it. I am so grateful that God lead us to SOWM.”Scott Motycka - client, unpaid rating(Google Review, posted March 2024)➤ GET A COMPLIMENTARY CONSULTATIONLet’s talk about how concern or risk areas are affecting your financial freedom and how the team at Stone Oak Wealth Management may be able to help. For a limited time, I’m offering a complimentary Zoom session which we’ll discuss:✔ Why 77% of investors aren’t using values based investing✔ Why 66% of business owners experience financial angst (no matter how much is in the bank)✔ How you can find financial freedom with our financial stewardship model➤ Click below to schedule your Financial Consultation ➤➤➤ https://bit.ly/3xZHd1Z DO YOU WANT TO KNOW MORE?📞 (210) 343-2773 ✉ gthompson@stoneoakwealth.com🌐 https://stoneoakwealth.com/
Listed skills include Wealth Management, Investments, Alternative Investments, Retirement, and 38 others.
Current workplace
Greg Thompson's current company
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Stone Oak Wealth Management
6 roles
Greg Thompson work experience
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President & Founder At Stone Oak Wealth Management
CurrentGreg brings over 24 years of experience managing wealth for affluent individuals, high net worth families, small to mid-sized companies, trusts, family limited partnerships, donor advised funds, corporate retirement programs, endowments & foundations.
Jun 2017 - Present
Senior Partner
I concentrate on the design, implementation & monitoring of wealth management strategies for affluent individuals and families.
May 2011 - Jun 2017
Jun 2003 - May 2011
Jun 2000 - Jun 2003
Jun 1994 - Jun 1998
1 education record
Greg Thompson education
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West Texas A&M University
FAQ
Frequently asked questions about Greg Thompson
Quick answers generated from the profile data available on this page.
What company does Greg Thompson work for?
Greg Thompson works for Stone Oak Wealth Management.
What is Greg Thompson's role at Stone Oak Wealth Management?
Greg Thompson is listed as President and Founder at Stone Oak Wealth Management at Stone Oak Wealth Management.
What is Greg Thompson's email address?
AeroLeads has found 2 work email signals at @stoneoakwealth.com for Greg Thompson at Stone Oak Wealth Management.
What is Greg Thompson's phone number?
AeroLeads has found 11 phone signal(s) with area code 210, 806, 505, 956 for Greg Thompson at Stone Oak Wealth Management.
Where is Greg Thompson based?
Greg Thompson is based in San Antonio, Texas, United States while working with Stone Oak Wealth Management.
What companies has Greg Thompson worked for?
Greg Thompson has worked for Stone Oak Wealth Management, Titleist Asset Management, Ltd., Swbc Wealth Management, Merrill Lynch, and Los Angeles Dodgers.
Who are Greg Thompson's colleagues at Stone Oak Wealth Management?
Greg Thompson's colleagues at Stone Oak Wealth Management include Abby Williams, Cfp® and Christopher Escobedo.
How can I contact Greg Thompson?
You can use AeroLeads to view verified contact signals for Greg Thompson at Stone Oak Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Greg Thompson attend?
Greg Thompson holds Bba, Finance from West Texas A&M University.
What skills is Greg Thompson known for?
Greg Thompson is listed with skills including Wealth Management, Investments, Alternative Investments, Retirement, Estate Planning, Defined Benefit, Wealth, and Deferred Compensation.
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