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Kings Point Team

60 Cuttermill Road, Suite 516

Great Neck

,

NY

11021

(516) 439-5100
kingspoint-info@wealthenhancement.com
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King Point Team

About the Kings Point Team

We are a customized portfolio manager that engages in deep financial, tax, and estate planning with our clients. Every portfolio is designed and managed in a highly custom fashion, built uniquely to fit the evolving needs of each client. We pride ourselves on delivering an unmatched service experience, and as fiduciaries, we’re dedicated to providing guidance that aligns with our clients’ best interests. 

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Pershing Fidelity Schwab Alliance SIGN IN TO CLIENT PORTAL

Advisory Team

Jake Marshall

CFA®, CFP®
Senior Vice President, Financial Advisor & Managing Director
Great Neck, NY

Andres Fernandez

CFP® , CEPA®
Senior Vice President, Financial Advisor
Great Neck, NY

Ken Lynn

Senior Vice President, Financial Advisor
Great Neck, NY

Client Service Team

Josephine Ballek

Senior Client Service Associate
Great Neck, NY

Eric Britt

Trading Analyst
Brentwood, TN

Rebecca Carey

Client Service Manager
Brentwood, TN
Melissa D'Anna - Client Service Manager at Wealth Enhancement

Melissa D’Anna

Client Service Manager
Great Neck, NY

Chris DeCarolis

Senior Investment Analyst
Great Neck, NY

Resources from our team

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Current Clients

Contact this team via email or phone at the top of the page.

Contact This Team

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Schedule an initial consultation

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