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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

Nasdaq: Nicole Webb Featured Guest on TradeTalks

Nicole Webb CFP®, Senior Vice President and financial advisor at Wealth Enhancement Group Featured on Nasdaq TradeTalks to discuss how retirees and those approaching retirement should be managing their assets and investments.
Nicole Webb CFP®

Newsroom

Barron's: Nicole Webb Featured on Streetwise Podcast in “Why the ‘Dead of Valuation’ Just Sold His Nvidia Stock"

Nicole Webb CFP®, Senior Vice President and financial advisor at Wealth Enhancement Group was featured on Barron’s Streetwise podcast in an episode titled, “Why the ‘Dead of Valuation’ Just Sold His Nvidi
Nicole Webb CFP®

Newsroom

Bloomberg: Nicole Webb Discusses Markets Live In-Studio on Daybreak: Autrailia

Nicole Webb CFP®, Senior Vice President and financial advisor at Wealth Enhancement Group discussed markets live in-studio with Shery Ahn and Haidi Stroud-Watts on Bloomberg Daybreak: Australia. Nicole explains why she believes the Fed will skip a rate increase in June but turn more hawkish going forward.
Nicole Webb CFP®

Newsroom

Fox Business: Nicole Webb Featured on Making Money with Charles Payne

Nicole Webb CFP®, Senior Vice President and financial advisor at Wealth Enhancement Group was featured by Fox Business in “Nicole Webb: The Market is Seeing a Broadening of Expectations.”
Nicole Webb CFP®

Newsroom

Fox Business: Don't Become a Bandwagon Investor

SVP - Financial Advisor Nicole Webb of our New York-Madison Avenue office joined Fox Business to share investment tips for today's markets.   You can view her interview here. 
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.