Global Search Result View With Search Text

Global Search Result View With Search Text

Meet With Us

Kings Point Team

60 Cuttermill Road, Suite 516

Great Neck,

NY

11021

kingspoint-info@wealthenhancement.com

View map

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

0058X00000Er8qIQAR

Jason Beaird

CFA®

Senior Vice President, Financial Advisor & Managing Director

Brentwood, TN

0058X00000Er8rGQAR

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

0058X00000Er8qXQAR

Andres Fernandez

CEPA®

Senior Vice President, Financial Advisor

Great Neck, NY

Brentwood, TN

0058X00000Er8qSQAR

Ken Lynn

Senior Vice President, Financial Advisor

Great Neck, NY

0058X00000Er8qDQAR

Billy Dutton

CFA®, CPA

Advisor Team Service Director

Brentwood, TN

Client Service Team

0058X00000Er6mVQAR

Tim Insko

Senior Investment Analyst

North Liberty, IA

0058X00000Er8kPQAR

Chris DeCarolis

Senior Investment Analyst

Great Neck, NY

0058X00000Er8r1QAB

Leah Jones

Sr. Client Service Manager

Brentwood, TN

0058X00000Er8r6QAB

Samantha Bell

Senior Client Service Manager

Brentwood, TN

0058X00000Er8rLQAR

Eric Britt

Trading Analyst

Brentwood, TN

Rebecca Carey

Client Service Manager

Brentwood, TN

0058X00000GDeVVQA1

Josephine Ballek

Client Service Associate

Great Neck, NY

005UT000001HUKTYA4

Melissa D'Anna

Senior Client Service Associate

Great Neck, NY

Resources from our team

Filters
Filters

Newsroom

Nicole Webb Interviewed Live on Bloomberg Markets: China Open

Nicole Webb, CFP®, Senior Vice President and Financial Advisor was interviewed live by Yvonne Man and David Ingles on Bloomberg Markets: China Open.
Nicole Webb CFP®

Newsroom

Nicole Webb Interviewed on CNBC's Closing Bell Overtime

Nicole Webb, Senior Vice President and Financial Advisor was interviewed live on yesterday's CNBC’s Closing Bell Overtime.
Nicole Webb CFP®

Newsroom

Fox Business Network featuring Nicole Webb

Nicole Webb, SVP Financial Advisor, recently appeared on Making Money with Charles Payne earlier this month. Watch the full video below.  The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. 
Nicole Webb CFP®

Newsroom

Bloomberg Asia: U.S. Stocks Climb Amid Georgia Race

Nicole Webb, SVP Financial Advisor, on Bloomberg Asia as shares her thoughts on European market levels, volatility, pandemic recovery as well as her insights on the economic backdrop in 2021.
Nicole Webb CFP®

Newsroom

Bloomberg Asia: Soaring Yields Send Stocks Tumbling

Nicole Webb, SVP Financial Advisor, of our New York - Madison Avenue office joined Bloomberg Asia to discuss today's market. The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. 
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:

public://2025-06/second-opinion-icon.svg

Get a second opinion on your financial situation

public://2025-06/meet-an-advisor-icon.svg

Be matched with a Wealth Enhancement advisor

public://2025-06/comprehensive-plan-icon.svg

Begin crafting a comprehensive financial plan

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

Meet with an advisor

Invalid phone number.

Tell us a bit about you.

By checking this box, you consent to receive text messages from Wealth Enhancement including information, appointment confirmation and reminders, marketing and service communications. Consenting to texts is not required to receive any service. To opt out from texts, reply STOP. For assistance, reply HELP. Message & data rates apply. Message frequency may vary. To learn more visit https://www.wealthenhancement.com/privacy

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.