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Kings Point Team

60 Cuttermill Road, Suite 516

Great Neck,

NY

11021

kingspoint-info@wealthenhancement.com

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Meet with us
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. 

Advisory Team

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Jason Beaird

CFA®

Senior Vice President, Financial Advisor & Managing Director

Brentwood, TN

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Jake Marshall, IV

CFA®, CFP®

Senior Vice President, Financial Advisor & Managing Director

Great Neck, NY

Nicole Webb

CFP®

Senior Vice President, Financial Advisor

Great Neck, NY

Plymouth, MN

Brentwood, TN

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Andres Fernandez

CEPA®

Senior Vice President, Financial Advisor

Great Neck, NY

Brentwood, TN

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Ken Lynn

Senior Vice President, Financial Advisor

Great Neck, NY

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Billy Dutton

CFA®, CPA

Advisor Team Service Director

Brentwood, TN

Client Service Team

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Tim Insko

Senior Investment Analyst

North Liberty, IA

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Chris DeCarolis

Senior Investment Analyst

Great Neck, NY

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Leah Jones

Sr. Client Service Manager

Brentwood, TN

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Samantha Bell

Senior Client Service Manager

Brentwood, TN

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Eric Britt

Trading Analyst

Brentwood, TN

Rebecca Carey

Client Service Manager

Brentwood, TN

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Josephine Ballek

Client Service Associate

Great Neck, NY

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Melissa D'Anna

Senior Client Service Associate

Great Neck, NY

Resources from our team

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Newsroom

Bloomberg: Nicole Webb Interviewed Live on Bloomberg Daybreak: Australia

Nicole Webb, CFP® Senior Vice President and Financial Advisor at Wealth Enhancement Group was interviewed live on Bloomberg Daybreak: Australia with Shery Ahn and Haidi Stroud-Watts.
Nicole Webb CFP®

Newsroom

FOX Business: Nicole Webb Interviewed Live on "Making Money with Charles Payne"

Nicole Webb, CFP® Senior Vice President and Financial Advisor at Wealth Enhancement Group was interviewed live on FOX Business “Making Money with Charles Payne.” Nicole discussed her thoughts on consumer sentiment, if we can expect a FED pivot in 2023, and how to identify investment opportunitie
Nicole Webb CFP®

Newsroom

CNBC: Nicole Webb Interviewed Live on Closing Bell: Overtime "Two-Minute Drill"

Nicole Webb, CFP® Senior Vice President and Financial Advisor at Wealth Enhancement Group was interviewed live by Scott Wapner on CNBC Closing Bell: Overtime "Two-Minute Drill." Nicole shared two stocks that look like at
Nicole Webb CFP®

Newsroom

Bloomberg: Nicole Webb Interviewed Live on Bloomberg Daybreak: Australia

Nicole Webb, CFP® Senior Vice President and Financial Advisor at Wealth Enhancement Group was interviewed live on Bloomberg Daybreak: Australia by hosts Kathleen Hays and Haidi Stroud-Watts.
Nicole Webb CFP®

Newsroom

Bloomberg: Nicole Webb Interviewed Live on Bloomberg Daybreak: Asia

Nicole Webb, CFP® Senior Vice President and Financial Advisor at Wealth Enhancement Group was interviewed live on Bloomberg Daybreak: Asia by hosts Bryan Curtis and Paul Allen.
Nicole Webb CFP®

Team locations

Great Neck, NY
60 Cuttermill Road, Suite 516, Great Neck, New York, 11021
(516) 439-5100
details
Plymouth, MN
505 Highway 169 N Ste 900, Plymouth, Minnesota, 55441
(763) 417-1700
details
Brentwood, TN
112 Westwood Place, Suite 210, Brentwood, Tennessee, 37027
(615) 620-3900
details

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.

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.