What Does Money Concepts Do?

Total employees613
HeadquartersPalm Beach Gardens
Founded1979

Money Concepts International, Inc. is an independent broker-dealer and financial planning firm established in 1979, headquartered in Palm Beach Gardens, Florida. The company offers a broad spectrum of financial products and services through its extensive network of independent financial professionals. Money Concepts focuses on delivering personalized financial advice, holistic wealth management, strategic retirement planning, tailored investment strategies, and comprehensive insurance solutions to individuals, families, and businesses. The firm operates on a 'client-first' philosophy, empowering its advisors with the necessary tools, technology, training, and robust support systems to effectively serve their clients' unique financial goals and needs.

Where Is Money Concepts's Headquarters?

HQ Function

The headquarters serves as the central operational hub, managing compliance, advisor support services, technology infrastructure and development, national marketing efforts, and the overall strategic direction for the Money Concepts network of independent financial professionals.

Notable Features:

The headquarters is a modern office facility, designed to foster a productive and collaborative environment for corporate employees and to support visiting financial advisors. It is equipped with contemporary business amenities.

Work Culture:

Money Concepts cultivates a work culture that is supportive and entrepreneurial, focused on empowering its independent financial advisors while providing strong corporate backing. The environment emphasizes professionalism, ethical practices, continuous learning, and a steadfast commitment to client success and financial well-being.

HQ Significance:

This central office is crucial for upholding rigorous regulatory compliance standards, delivering essential back-office and operational support, innovating financial products and service offerings, and spearheading the growth and strategic initiatives of the entire Money Concepts network.

Values Reflected in HQ: The headquarters' operations and environment aim to reflect Money Concepts' core values of integrity, independence, client-centric service, innovation in financial solutions, and a commitment to the professional development and success of its affiliated advisors.

Location:

While Money Concepts primarily focuses its operations within the United States, boasting a wide network of independent financial advisors across the nation, its full name, Money Concepts International, Inc., reflects its capacity and historical engagement in international markets. The company has infrastructure to support financial professionals and serve clients in select international jurisdictions, particularly for wealth management and financial planning for expatriates and global citizens. Historically, this has included presence or affiliations in regions such as the Caribbean, and parts of Asia and Latin America, facilitated through its international division.

Street Address:

11440 North Jog Road

City:

Palm Beach Gardens

State/Province:

FL

Country:

USA

Where Else Does Money Concepts Operate Around the World?

Fredericksburg, TX/USA

Address: 120 West Main Street, Fredericksburg, TX 78624 (Example Advisor Office)

Serves the diverse financial needs of individuals, families, and small businesses in the Fredericksburg, Texas area and surrounding Hill Country communities, offering personalized financial guidance.

West Branch, IA/USA

Address: 103 E Main St, West Branch, IA 52358 (Example Advisor Office)

Caters to the specific investment, insurance, and financial advisory requirements of the West Branch, Iowa community and the broader Johnson County region.

Buying Intent Signals for Money Concepts

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Money Concepts? Meet the Executive Team

As of April 2025, Money Concepts' leadership includes:

Denis Walsh - President & CEO
Barry R. Rittman - Executive Vice President
Michele Tasker - Senior Vice President, Chief Financial Officer & Chief Operations Officer
Chuck D'Amico - Senior Vice President, Chief Compliance Officer
Chris Roberts - Senior Vice President, Chief Marketing Officer

Who's Investing in Money Concepts?

Money Concepts has been backed by several prominent investors over the years, including:

Privately Held

What Leadership Changes Has Money Concepts Seen Recently?

Hire0
Exits0

Based on publicly available information and company announcements, Money Concepts has maintained stability within its core C-suite executive team over the last 12 months, with no major publicly reported new hires or departures at this level.

What Technology (Tech Stack) Is Used byMoney Concepts?

Discover the tools Money Concepts uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Money Concepts Email Formats and Examples

Money Concepts commonly utilizes an email format consisting of the first initial of the employee's first name followed directly by their full last name, at the moneyconcepts.com domain. While other formats might exist for specific roles or departments, this pattern appears to be the most prevalent for corporate employees.

firstinitiallast@moneyconcepts.com

Format

dwalsh@moneyconcepts.com

Example

90%

Success rate

What's the Latest News About Money Concepts?

MoneyConcepts.com / PRNewswireFebruary 27, 2024

Money Concepts® Kicks Off 2024 With Record Attendance at Regional Meetings

Money Concepts reported record-breaking attendance at its 2024 Regional Meetings across the U.S., highlighting strong advisor engagement and network growth. These meetings focused on strategic initiatives, technological advancements, and practice development strategies....more

Yahoo Finance / PRNewswireJuly 26, 2023

Money Concepts® Celebrates Success of Women in Business at Annual Conference

During its 2023 National Financial Planning Congress in San Juan, Puerto Rico, Money Concepts hosted a 'Women in Business' luncheon to honor the achievements of women in the financial industry, fostering networking and discussions on empowering female financial professionals....more

MoneyConcepts.com / PRNewswireJuly 25, 2023

Money Concepts® Announces 2023 Award Winners at National Conference

Money Concepts recognized its top-performing financial advisors and regional directors at its 2023 National Financial Planning Congress. Prestigious awards such as the 'President's Club,' 'Chairman's Club,' and 'Advisor of the Year' were presented....more

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