Focus Partners Wealth Employee Directory

Financial ServicesMassachusetts, United States1001-5000 Employees

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.

Find Focus Partners Wealth employees' phone numbers or email addresses

Focus Partners Wealth Global Highlights

North America
1.1K

United States Of America
1.1K

Asia
6

Indonesia
3
Pakistan
3

Oceania
2

Australia
1
Papua New Guinea
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Focus Partners Wealth's Leadership

J. L.
Chief Planning Officer
Mobile Phone
Email
D. G.
Chief Financial Officer
Mobile Phone
Email
R. Z.
Chief Integration Officer
Mobile Phone
Email
A. G. C.
Chief Experience Officer
Mobile Phone
Email
K. G.
Chief Investment Officer
Mobile Phone
Email
D. L.
Chief Human Resources Officer
Mobile Phone
Email
G. B.
Chief Operating Officer And Legal Counsel
Mobile Phone
Email
P. F.
Chief Investment Officer - Focus Partners Institutional
Mobile Phone
Email

Focus Partners Wealth Employee Metrics

100%

50%

0%

2025

2024

Finance
Administrative
Operations
Analytics
Accounting
Other
Business
Customer Success

Contact profiles from Focus Partners Wealth

Name

Title

Contact Info

Location

Last Update

P. W.
Founder And President
Mobile Phone
Email
Oct 23, 2024
R. R.
President, Vice Chair & Chief Culture Officer
Mobile Phone
Email
Oct 08, 2025
S. S.
President
Mobile Phone
Email
Oct 16, 2024
W. S.
President
Mobile Phone
Email
Oct 23, 2024
T. S.
Partner
Mobile Phone
Email
United StatesMassachusetts
Nov 05, 2025
C. J.
Managing Director, Rocky Mountain Region; Co-President, Colony Sports And Entertainment
Mobile Phone
Email
United StatesColorado
Aug 10, 2025
M. K.
Head Of Planning Strategy
Mobile Phone
Email
United StatesVirginia
Nov 12, 2025
K. W.
Regional Vice President
Mobile Phone
Email
United StatesMissouri
Oct 26, 2025
V. W.
Chief Of Staff
Mobile Phone
Email
United StatesMassachusetts
Nov 05, 2025
R. S.
Chief Market Strategist
Mobile Phone
Email
United StatesFlorida
Aug 09, 2025

Frequently Asked Questions

What is Focus Partners Wealth known for?

Focus Partners Wealth was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 2 Atlantic Avenue Boston, MA 02110 us; you can contact the main corporate office by phone at

+1-617-723-****

. Explore Focus Partners Wealth's company overview page for more information.

What is Focus Partners Wealth's most common email format?

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

How many employees does Focus Partners Wealth have currently?

Focus Partners Wealth has approximately 1.2K employees as of October 2025. These team members are located across 4 continents, including North AmericaAsiaOceania.

Who are Focus Partners Wealth's key employees and leadership?

As of October 2025, Focus Partners Wealth's key employees include:

Chief Planning Officer: J. L.
Chief Financial Officer: D. G.
Chief Integration Officer: R. Z.
Chief Experience Officer: A. G. C.
Chief Investment Officer: K. G.

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