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Money Concepts

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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 b... Read more


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Denis Walsh
President / CEO
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Rfc Kenny R. Parker Sr.
Senior Vice President, Recruiting And Acquisitions
Mario John Monteiro
Chief Corporate Strategist
Shannon Britt
Chief Operations, Momentumgroup
Barry Rittman
Vice President And Chief Financial Officer
Lawrence R. Lund Cfp®
Center President
Duane Porter
Senior Vice President Coaching & Training
Mark Lewers
President And RFC
Mrfc Jim Harris
Wealth Management President & Regional Director Georgia & South Carolina
Candace Kearney
President - Wealth Management
Liza Perlow
Vice President | Compliance Officer
Michael Lloyd
Executive Consultant To CEO
Allen Porter
Vice President of Marketing & Business Development