Great Point Wealth Advisors, LLC Employee Directory

Great Point Wealth Advisors, LLC Global Highlights

Location

Employees

North America

7

• United States Of America
  7

Great Point Wealth Advisors, LLC's Leadership

• 
  P. D.

  Founder & Managing Member

  Mobile Phone

  Email
• 
  M. S.

  Wealth Advisor, Director Of Financial Planning

  Mobile Phone

  Email
• 
  B. K.

  Director Of Operations

  Mobile Phone

  Email
• 
  E. T.

  Director Of Client Services

  Mobile Phone

  Email
• 
  S. L.

  Director Of Client Service

  Mobile Phone

  Email
• 
  B. P.

  Wealth Advisor

  Mobile Phone

  Email
• 
  K. D.

  Client Service Coordinator

  Mobile Phone

  Email
• 
  A. M.

  Wealth Advisor

  Mobile Phone

  Email

Great Point Wealth Advisors, LLC Employee Metrics

• Banking
• Business
• Other

Contact profiles from Great Point Wealth Advisors, LLC

• 
  P. D.

  Founder & Managing Member

  Mobile Phone

  Email

  United States, Massachusetts

  Jun 02, 2026
• 
  M. S.

  Wealth Advisor, Director Of Financial Planning

  Mobile Phone

  Email

  United States, Massachusetts

  May 12, 2026
• 
  B. K.

  Director Of Operations

  Mobile Phone

  Email

  United States, Massachusetts

  Jun 01, 2026
• 
  E. T.

  Director Of Client Services

  Mobile Phone

  Email

  United States, Massachusetts

  Jun 26, 2026
• 
  S. L.

  Director Of Client Service

  Mobile Phone

  Email

  UNITED STATES

  Apr 07, 2023
• 
  B. P.

  Wealth Advisor

  Mobile Phone

  Email

  United States, Massachusetts

  Mar 24, 2026
• 
  K. D.

  Client Service Coordinator

  Mobile Phone

  Email

  United States, Massachusetts

  Apr 13, 2026
• 
  A. M.

  Wealth Advisor

  Mobile Phone

  Email

  UNITED STATES

  Mar 08, 2023

• 1

Frequently Asked Questions

How has Great Point Wealth Advisors, LLC's workforce changed over the past year?

Great Point Wealth Advisors, LLC's workforce grew 20% between January 2026 and November 2026. Banking's share of profiles with a known department rose from 80% to 100%.

How many employees does Great Point Wealth Advisors, LLC have currently?

Great Point Wealth Advisors, LLC has approximately 6 employees as of November 2026. These team members are located across 1 continents, including North America.

Who are Great Point Wealth Advisors, LLC's key employees and leadership?

As of November 2026, Great Point Wealth Advisors, LLC's key employees include:

• Founder & Managing Member: P. D.
• Wealth Advisor, Director Of Financial Planning: M. S.
• Director Of Operations: B. K.
• Director Of Client Services: E. T.
• Director Of Client Service: S. L.

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What is Great Point Wealth Advisors, LLC's most common email format?

Great Point Wealth Advisors, LLC employees' email format typically follows the pattern of FLast@greatpointwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Great Point Wealth Advisors, LLC email formats with LeadIQ.

What is Great Point Wealth Advisors, LLC known for?

Great Point Wealth Advisors, LLC was founded in 2008 and operates in the Investment Management industry. You can contact Great Point Wealth Advisors, LLC's main corporate office by phone at

+1-617-585-****

. Explore Great Point Wealth Advisors, LLC's company overview page for more information.