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CCR Wealth Management Employee Directory

Financial ServicesMassachusetts, United States51-200 Employees

CCR Wealth Management is a mid-sized wealth management firm based in Westborough, Massachusetts, operating within the financial services industry. It delivers tailored financial planning alongside disciplined portfolio management for individuals, corporations, and institutions, aiming to support long-term wealth objectives with actionable strategies. Its services also include insurance planning, including group health and life coverage, integrated into a holistic financial plan. Securities and advisory services are provided through Cetera Advisors LLC, and CCR Wealth Management is affiliated with Cetera, which is under separate ownership from CCR. In 2018, CCR Wealth Management was named to the Financial Times' 2018 edition of the 401 Top Retirement Advisers list.

Find CCR Wealth Management employees' phone numbers or email addresses

CCR Wealth Management Global Highlights

Location
Employees

North America
84

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  • United States Of America
    84

Africa
1

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  • Nigeria
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Oceania
1

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  • Australia
    1

CCR Wealth Management's Leadership

  • Portfolio Community Manager | Maintenance Coordinator at CCR Wealth Management
    C. C. B.
    Portfolio Community Manager | Maintenance Coordinator
    Mobile Phone
  • Compliance Officer, Osj Branch Manager at CCR Wealth Management
    C. H.
    Compliance Officer, Osj Branch Manager
    Mobile Phone
  • Manager at CCR Wealth Management
    K. R.
    Manager
    Mobile Phone
  • Sales Executives; General Finance; Principal at CCR Wealth Management
    S. T.
    Sales Executives; General Finance; Principal
    Mobile Phone
  • Aquatic Fitness Instructor And Receptionist at CCR Wealth Management
    A. G.
    Aquatic Fitness Instructor And Receptionist
    Mobile Phone
  • Financial Consultant at CCR Wealth Management
    B. K.
    Financial Consultant
    Mobile Phone
  • Client Solutions Specialist at CCR Wealth Management
    B. W.
    Client Solutions Specialist
    Mobile Phone
  • Associate at CCR Wealth Management
    C. N.
    Associate
    Mobile Phone

CCR Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Human Resources
  • Support
  • Other
  • Community & Social Services

Contact profiles from CCR Wealth Management

Name
Title
Contact
Location
Last Update
  • Portfolio Community Manager | Maintenance Coordinator at CCR Wealth Management
    C. C. B.
    Portfolio Community Manager | Maintenance Coordinator
    Mobile Phone
    Oct 17, 2024
  • Compliance Officer, Osj Branch Manager at CCR Wealth Management
    C. H.
    Compliance Officer, Osj Branch Manager
    Mobile Phone
    Oct 23, 2024
  • Manager at CCR Wealth Management
    K. R.
    Manager
    Mobile Phone
    Jul 31, 2026
  • Sales Executives; General Finance; Principal at CCR Wealth Management
    S. T.
    Sales Executives; General Finance; Principal
    Mobile Phone
    Jul 24, 2026
  • Aquatic Fitness Instructor And Receptionist at CCR Wealth Management
    A. G.
    Aquatic Fitness Instructor And Receptionist
    Mobile Phone
    Oct 22, 2024
  • Financial Consultant at CCR Wealth Management
    B. K.
    Financial Consultant
    Mobile Phone
    Feb 06, 2026
  • Client Solutions Specialist at CCR Wealth Management
    B. W.
    Client Solutions Specialist
    Mobile Phone
    Oct 17, 2024
  • Associate at CCR Wealth Management
    C. N.
    Associate
    Mobile Phone
    Oct 22, 2024
  • Nurse Consultant at CCR Wealth Management
    C. M.
    Nurse Consultant
    Mobile Phone
    Oct 21, 2024
  • Marketing at CCR Wealth Management
    D. S.
    Marketing
    Mobile Phone
    Oct 15, 2025

Frequently Asked Questions

What is CCR Wealth Management known for?

Minus sign iconPlus sign iconCCR Wealth Management was founded in 1998 and operates in the Financial Services industry. You can contact CCR Wealth Management's main corporate office by phone at
+1-508-475-****
. Explore CCR Wealth Management's company overview page for more information.

What is CCR Wealth Management's most common email format?

Minus sign iconPlus sign iconCCR Wealth Management employees' email format typically follows the pattern of FLast@ccrwealth.com. Trying to find reliable and up-to-date employee contact data? Find more CCR Wealth Management email formats with LeadIQ.

How many employees does CCR Wealth Management have currently?

Minus sign iconPlus sign iconCCR Wealth Management has approximately 54 employees as of July 2026. These team members are located across 4 continents, including North America, Africa and Europe.

Who are CCR Wealth Management's key employees and leadership?

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As of July 2026, CCR Wealth Management's key employees include:

  • Portfolio Community Manager | Maintenance Coordinator: C. C. B.
  • Compliance Officer, Osj Branch Manager: C. H.
  • Manager: K. R.
  • Sales Executives; General Finance; Principal: S. T.
  • Aquatic Fitness Instructor And Receptionist: A. G.

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