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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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Hadley Doolittle

CFA®

Financial Advisor

Brentwood, TN

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Billy Dutton

CFA®, CPA

Advisor Team Service Director

Brentwood, TN

Resources from our team

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Newsroom

CNBC Closing Bell: Nicole Webb Interviewed in “IBM Shares Jump on Revenue and Earnings Beat”

Nicole Webb, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was interviewed on CNBC Closing Bell: Overtime in “IBM Shares Jump on Revenue and Earnings Beat.”  In this segment, Nicole talks about IBM earnings. 
Nicole Webb CFP®

Newsroom

FOX Business: Nicole Webb Featured in “Why July is an Ideal Time for a Mid-Year Money Check-In”

Nicole Webb CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by FOX Business in “Why July is an Ideal Time for a Mid-Year Money Check-In.” 
Nicole Webb CFP®

Newsroom

CNBC Closing Bell: Nicole Webb Interviewed in “Nasdaq and S&P 500 Notch Record Closes as Apple, Amazon, Meta Hit Record Highs”

Nicole Webb CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was interviewed on CNBC Closing Bell: Overtime in “Nasdaq and S&P 500 Notch Record Closes as Apple, Amazon, Meta Hit Record Highs.
Nicole Webb CFP®

Newsroom

FOX Business: Nicole Webb Interviewed in “Don’t Leave Money on the Table: Why 401Ks are Under Tremendous Scrutiny”

Nicole Webb CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was interviewed on FOX Business: Making Money with Charles Payne in “Don’t Leave Money on the Table: Why 401Ks are Under Tremendous Scrutiny.” 
Nicole Webb CFP®

Newsroom

Bloomberg Intelligence: Nicole Webb Featured in “U.S. Tech, Lululemon Earnings”

Nicole Webb CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured on Bloomberg Intelligence in “U.S. Tech, Lululemon Earnings.” 
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.