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Fountain Financial Associates Employee Directory

Investment ManagementNorth Carolina, United States0-1 Employees

Fountain Financial Associates operates as an independent investment management practice focused on individuals seeking to improve their financial and personal outcomes. It constructs forward-looking plans, leverages a range of resources, applies a structured methodology, and monitors progress to support tangible results. The firm emphasizes a personalized, client-driven approach, prioritizing each family's goals over a one-size-fits-all model. Its approach is described by the firm as the "Eat Well, Sleep Well" formula.

Based in Wilmington, North Carolina, the company provides advisory services through Fountain Financial Associates, Inc., a Registered Investment Advisor, with securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC; Fountain Financial Associates, Inc., and Cetera are not affiliated. In February 2020, Fountain Financial Associates merged with CAPTRUST Advisors, LLC, indicating a regional expansion in the independent advisory field.

Find Fountain Financial Associates employees' phone numbers or email addresses

Fountain Financial Associates Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

Fountain Financial Associates's Leadership

  • Stylized image of a person
    J. F.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. G.
    Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. W.
    Financial Advisor
    Phone icon
    Mobile Phone

Fountain Financial Associates Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Fountain Financial Associates

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. F.
    Principal
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    D. G.
    Advisor
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    R. W.
    Financial Advisor
    Phone icon
    Mobile Phone
    Mar 04, 2025

Frequently Asked Questions

What is Fountain Financial Associates known for?

Minus sign iconPlus sign iconFountain Financial Associates operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-910-256-****
. Explore Fountain Financial Associates's company overview page for more information.

What is Fountain Financial Associates's most common email format?

Minus sign iconPlus sign iconFountain Financial Associates employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Fountain Financial Associates email formats with LeadIQ.

How many employees does Fountain Financial Associates have currently?

Minus sign iconPlus sign iconFountain Financial Associates has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Fountain Financial Associates's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Fountain Financial Associates's key employees include:

  • Principal: J. F.
  • Advisor: D. G.
  • Financial Advisor: R. W.

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