Shearson Financial Services logo

Shearson Financial Services Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Shearson Financial Services, LLC operates as a value-oriented financial services firm that focuses on a broad range of securities and insurance products. The company emphasizes risk awareness, independently valuing each security before making investment decisions and pursuing broad diversification in bond accounts, while selecting a limited set of value-driven equity positions. Its approach combines fundamental and technical analyses to manage non-proprietary products and services that underpin what it considers core strategies for serious investors. Based in Boca Raton, Florida, the firm is positioned in the financial services industry as a disciplined, independent operator aiming to mitigate volatility through spelled-out investment methodologies.

Find Shearson Financial Services employees' phone numbers or email addresses

Shearson Financial Services Global Highlights

Location
Employees

North America
24

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  • United States Of America
    24

Shearson Financial Services's Leadership

  • Managing Director at Shearson Financial Services
    D. E.
    Managing Director
  • Managing Director at Shearson Financial Services
    P. P.
    Managing Director
  • Vice President at Shearson Financial Services
    J. D.
    Vice President
  • Director Of Portfolio Management at Shearson Financial Services
    E. B.
    Director Of Portfolio Management

Shearson Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Shearson Financial Services

Name
Title
Contact
Location
Last Update
  • Managing Director at Shearson Financial Services
    D. E.
    Managing Director
    Jun 27, 2025
  • Managing Director at Shearson Financial Services
    P. P.
    Managing Director
    Oct 22, 2024
  • Vice President at Shearson Financial Services
    J. D.
    Vice President
    Jun 08, 2026
  • Director Of Portfolio Management at Shearson Financial Services
    E. B.
    Director Of Portfolio Management
    Oct 21, 2024

Frequently Asked Questions

What is Shearson Financial Services known for?

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Shearson Financial Services was founded in 1996 and operates in the Financial Services industry. You can contact Shearson Financial Services's main corporate office by phone at . Explore Shearson Financial Services's company overview page for more information.

What is Shearson Financial Services's most common email format?

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Shearson Financial Services employees' email format typically follows the pattern of FLast@shearsonllc.com. Trying to find reliable and up-to-date employee contact data? Find more Shearson Financial Services email formats with LeadIQ.

How many employees does Shearson Financial Services have currently?

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Shearson Financial Services has approximately 26 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are Shearson Financial Services's key employees and leadership?

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As of October 2026, Shearson Financial Services's key employees include:

  • Managing Director: D. E.
  • Managing Director: P. P.
  • Vice President: J. D.
  • Director Of Portfolio Management: E. B.

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