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Mainsail Wealth Advisors Employee Directory

Financial ServicesVirginia, United States11-50 Employees

Mainsail Wealth Advisors operates as a financial services firm focused on investment management, retirement planning, and estate planning for retirees and pre-retirees. Serving more than 500 families and businesses across twenty states from its Gloucester and Richmond locations, the practice emphasizes face-to-face meetings and tailored plans to address individual goals and circumstances. The company describes itself as a boutique advisor that aims to deliver a high level of personal service within its client service culture. Based in Gloucester, Virginia, and with an established presence through its affiliation with Raymond James Financial Services, the firm provides securities and advisory services through related entities as part of its offering. A recent development noted is the promotion of Nick Shedd to Partner, reflecting ongoing leadership changes within the firm.

Find Mainsail Wealth Advisors employees' phone numbers or email addresses

Mainsail Wealth Advisors Global Highlights

Location
Employees

North America
22

Minus sign iconPlus sign icon
  • United States Of America
    22

Mainsail Wealth Advisors's Leadership

  • Stylized image of a person
    G. B.
    Client Service Associate
    Mobile Phone
  • Stylized image of a person
    R. F.
    Client Service Associate
    Mobile Phone

Mainsail Wealth Advisors Employee Metrics

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

Contact profiles from Mainsail Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    G. B.
    Client Service Associate
    Mobile Phone
    Sep 16, 2025
  • Stylized image of a person
    R. F.
    Client Service Associate
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Mainsail Wealth Advisors known for?

Minus sign iconPlus sign iconMainsail Wealth Advisors was founded in 2013 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-804-693-****
. Explore Mainsail Wealth Advisors's company overview page for more information.

What is Mainsail Wealth Advisors's most common email format?

Minus sign iconPlus sign iconMainsail Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Mainsail Wealth Advisors email formats with LeadIQ.

How many employees does Mainsail Wealth Advisors have currently?

Minus sign iconPlus sign iconMainsail Wealth Advisors has approximately 14 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Mainsail Wealth Advisors's key employees and leadership?

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As of August 2026, Mainsail Wealth Advisors's key employees include:

  • Client Service Associate: G. B.
  • Client Service Associate: R. F.

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