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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

CFA®, CFP®

Senior Vice President, Financial Advisor & Managing Director

Great Neck, NY

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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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Chris DeCarolis

Senior Investment Analyst

Great Neck, NY

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Leah Jones

Sr. 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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Blog

What is a Fiduciary And How Can They Protect Your Future?

Understand what a fiduciary advisor is, their legal responsibilities, and how they differ from robo-advisors. Learn how fiduciary duty protects your financial future.
Andres Fernandez CEPA®

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

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. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.