Blakely Financial, Inc Employee Directory

Financial ServicesUnited States11-50 Employees

As an independent financial services firm, our team at Blakely Financial, Inc. has the ability and freedom to provide objective financial guidance and insight to our clients. Our investment philosophy emphasizes the benefits of adopting a long-term perspective and diversification of resources. Looking to safeguard the interests of our clients, in both up and down markets, one thing is absolutely clear—each person's situation is different. 

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, MA, MD, MI, MS, NC, NH, NJ, NY, OH, OK, PA, SC, SD, TX, VA, WA, WI and WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Fixed insurance products and services offered by Blakely Financial are separate and unrelated to Commonwealth.

Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser.

Please review our terms of use here:  www.commonwealth.com/termsofuse.html

Blakely Financial, Inc.
1022 Hutton Lane Suite 109
High Point, NC 27262

1 Spring Street
Marblehead, MA 01945

336-885-2530
336-885-2531 (fax)
www.blakelyfinancial.com

Find Blakely Financial, Inc employees' phone numbers or email addresses

Blakely Financial, Inc Global Highlights

Location
Employees

North America
34

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  • United States Of America
    34

South America
1

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  • Brazil
    1

Blakely Financial, Inc's Leadership

  • Stylized image of a person
    W. T. R.
    Coo & General Counsel
    Phone icon
  • Stylized image of a person
    E. P. C.
    President & Financial Advisor
    Phone icon
  • Stylized image of a person
    R. B. C.
    Founder And Certified Financial Planner™ Practitioner
    Phone icon
  • Stylized image of a person
    K. B.
    Founder And Principal
    Phone icon
  • Stylized image of a person
    S. R.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    Y. D.
    Client Services & Operations Manager At Blakely Financial
    Phone icon
  • Stylized image of a person
    S. B.
    Client Experience Manager
    Phone icon
  • Stylized image of a person
    S. L.
    Financial Advisor
    Phone icon

Contact profiles from Blakely Financial, Inc

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. P. C.
    President & Financial Advisor
    Phone icon
    United StatesMassachusetts
    Oct 24, 2025
  • Stylized image of a person
    R. B. C.
    Founder And Certified Financial Planner™ Practitioner
    Phone icon
    United StatesNorth Carolina
    Nov 10, 2025
  • Stylized image of a person
    W. T. R.
    Coo & General Counsel
    Phone icon
    United StatesMassachusetts
    Oct 20, 2025
  • Stylized image of a person
    K. B.
    Founder And Principal
    Phone icon
    United States
    Oct 17, 2024
  • Stylized image of a person
    S. R.
    Director Of Operations
    Phone icon
    United StatesMassachusetts
    Nov 11, 2025
  • Stylized image of a person
    Y. D.
    Client Services & Operations Manager At Blakely Financial
    Phone icon
    United StatesNorth Carolina
    Oct 18, 2025
  • Stylized image of a person
    S. B.
    Client Experience Manager
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    S. L.
    Financial Advisor
    Phone icon
    United StatesNorth Carolina
    Jul 31, 2025
  • Stylized image of a person
    D. Z. B.
    Community Liason
    Phone icon
    United StatesNorth Carolina
    Nov 17, 2025
  • Stylized image of a person
    E. B.
    Financial Planning Associate
    Phone icon
    United StatesMassachusetts
    Nov 17, 2025

Frequently Asked Questions

What is Blakely Financial, Inc known for?

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Blakely Financial, Inc was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 1022 Hutton Lane, Suite 109 High Point, NC 27262, US; you can contact the main corporate office by phone at . Explore Blakely Financial, Inc's company overview page for more information.

What is Blakely Financial, Inc's most common email format?

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Blakely Financial, Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Blakely Financial, Inc email formats with LeadIQ.

How many employees does Blakely Financial, Inc have currently?

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Blakely Financial, Inc has approximately 20 employees as of November 2025. These team members are located across 2 continents, including North AmericaSouth America.

Who are Blakely Financial, Inc's key employees and leadership?

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As of November 2025, Blakely Financial, Inc's key employees include:

  • Coo & General Counsel: W. T. R.
  • President & Financial Advisor: E. P. C.
  • Founder And Certified Financial Planner™ Practitioner: R. B. C.
  • Founder And Principal: K. B.
  • Director Of Operations: S. R.

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