North Shore Wealth Management logo

North Shore Wealth Management Employee Directory

Financial ServicesNew York, United States2-10 Employees

North Shore Wealth Management operates within the financial services sector, and its name suggests a focus on wealth management activities. The firm is based in Plainview, New York, with a street address at 255 Executive Drive. It is a small team, reflecting a localized operation in the region.

The available information does not specify the firm's client base or the services it provides beyond the general classification of financial services. The company maintains a website at northshorewm.com for more information. No founding date is provided in the available materials.

Find North Shore Wealth Management employees' phone numbers or email addresses

North Shore Wealth Management Global Highlights

Location
Employees

North America
19

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  • United States Of America
    18
  • Canada
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

North Shore Wealth Management's Leadership

  • Stylized image of a person
    J. F.
    Head Of Online Content Marketing
  • Stylized image of a person
    E. W.
    Managing Partner
  • Stylized image of a person
    J. B.
    Sales Director
  • Stylized image of a person
    V. K.
    Director Of Implementation
  • Stylized image of a person
    W. P.
    Director Technology

North Shore Wealth Management Employee Metrics

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

Contact profiles from North Shore Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    E. W.
    Managing Partner
  • Stylized image of a person
    J. F.
    Head Of Online Content Marketing
    Oct 18, 2024
  • Stylized image of a person
    J. B.
    Sales Director
    Oct 24, 2024
  • Stylized image of a person
    V. K.
    Director Of Implementation
    Oct 17, 2024
  • Stylized image of a person
    W. P.
    Director Technology
    Oct 18, 2024

Frequently Asked Questions

What is North Shore Wealth Management known for?

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North Shore Wealth Management operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore North Shore Wealth Management's company overview page for more information.

What is North Shore Wealth Management's most common email format?

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

How many employees does North Shore Wealth Management have currently?

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North Shore Wealth Management has approximately 9 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are North Shore Wealth Management's key employees and leadership?

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As of July 2026, North Shore Wealth Management's key employees include:

  • Head Of Online Content Marketing: J. F.
  • Managing Partner: E. W.
  • Sales Director: J. B.
  • Director Of Implementation: V. K.
  • Director Technology: W. P.

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