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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.

Find First National Advisors employees' phone numbers or email addresses

First National Advisors Global Highlights

Location
Employees

North America
28

Minus sign iconPlus sign icon
  • United States Of America
    28

First National Advisors's Leadership

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

First National Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other
  • Community & Social Services

Contact profiles from First National Advisors

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

Frequently Asked Questions

What is First National Advisors known for?

Minus sign iconPlus sign iconFirst National Advisors operates in the Financial Services industry. You can contact First National Advisors's 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?

Minus sign iconPlus sign iconFirst National Advisors employees' email format typically follows the pattern of First@fncadvisor.com. 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?

Minus sign iconPlus sign iconFirst National Advisors has approximately 3 employees as of September 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of September 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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