What departments does First National Advisors have?

First National Advisors has employees across 4 departments including Banking, Business Development, Operations, Finance.

What is the largest department at First National Advisors?

The largest department at First National Advisors is Banking with 1 employees.

Where are First National Advisors employees located globally?

First National Advisors has employees across 1 continents and 1 countries including United States Of America.

How has First National Advisors's team size changed over time?

First National Advisors's team has decreased from approximately 4 to 2 employees based on available data.

First National Advisors Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

First National Advisors is a full-service wealth management firm and registered investment adviser based in Rockland, Massachusetts, just south of Boston. It serves small business owners, healthcare professionals, and affluent families, helping them address complex financial planning needs. The firm seeks to build long-term client relationships and acts as a primary resource for financial advice, information, and services. It supports financial planning by creating strategic, customized investment portfolios and protecting assets with carefully selected insurance and annuity products, and it offers its own alternative investment strategy, the Chapoquoit Managed Account, along with retirement-planning services for company-sponsored plans such as 401(k), 403(b), and pensions.

First National Advisors operates as a Massachusetts-based registered investment adviser that serves clients nationally, maintaining the registrations and licenses required by the states where it conducts business. In January 2026, Mariner Wealth Advisors announced the acquisition of First National Advisors.

First National Advisors Global Highlights

North America
28

United States Of America
28

First National Advisors's Leadership

A. N.
Vice President Commercial
Mobile Phone
Email
A. B.
Vice President Business Development
Mobile Phone
Email
C. C.
Managing Partner
Mobile Phone
Email
E. C.
Non Executive Independent Chairman Of The Board Of The Company And The Bank
Mobile Phone
Email
A. H.
Senior Vice President
Mobile Phone
Email
B. C.
Senior Vice President Senior Trust Officer
Mobile Phone
Email
K. R.
Vice President
Mobile Phone
Email
V. M.
Assistant Vice President
Mobile Phone
Email

First National Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other
Community & Social Services

Contact profiles from First National Advisors

Name

Title

Contact

Location

Last Update

C. C.
Managing Partner
Mobile Phone
Email
Oct 18, 2024
E. C.
Non Executive Independent Chairman Of The Board Of The Company And The Bank
Mobile Phone
Email
Oct 16, 2024
A. N.
Vice President Commercial
Mobile Phone
Email
Oct 18, 2024
A. H.
Senior Vice President
Mobile Phone
Email
Jul 18, 2025
A. B.
Vice President Business Development
Mobile Phone
Email
Oct 23, 2024
B. C.
Senior Vice President Senior Trust Officer
Mobile Phone
Email
Mar 20, 2024
K. R.
Vice President
Mobile Phone
Email
Oct 23, 2024
V. M.
Assistant Vice President
Mobile Phone
Email
Oct 17, 2024
G. S.
Independent Director
Mobile Phone
Email
Oct 16, 2024
B. G.
Site Manager
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is First National Advisors known for?

First National Advisors operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-781-878-****

. Explore First National Advisors's company overview page for more information.

What is First National Advisors's most common email format?

First National Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more First National Advisors email formats with LeadIQ.

How many employees does First National Advisors have currently?

First National Advisors has approximately 3 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are First National Advisors's key employees and leadership?

As of August 2026, First National Advisors's key employees include:

Vice President Commercial: A. N.
Vice President Business Development: A. B.
Managing Partner: C. C.
Non Executive Independent Chairman Of The Board Of The Company And The Bank: E. C.
Senior Vice President: A. H.

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First National Advisors Employee Directory

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First National Advisors Global Highlights

North America
28

First National Advisors's Leadership

First National Advisors Employee Metrics

Contact profiles from First National Advisors

Frequently Asked Questions

What is First National Advisors known for?

What is First National Advisors's most common email format?

How many employees does First National Advisors have currently?

Who are First National Advisors's key employees and leadership?

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

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First National Advisors Employee Directory

Find First National Advisors employees' phone numbers or email addresses

Name search is limited — try advanced search instead

First National Advisors Global Highlights

North America28

First National Advisors's Leadership

First National Advisors Employee Metrics

Contact profiles from First National Advisors

Frequently Asked Questions

What is First National Advisors known for?

What is First National Advisors's most common email format?

How many employees does First National Advisors have currently?

Who are First National Advisors's key employees and leadership?

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
28

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