ShorePoint Advisory Group Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

ShorePoint Advisory Group provides Complete and Connected Planning for high-net-worth individuals and families. We deliver thoughtful, high-touch wealth management that aligns every financial decision with your goals and values. Our comprehensive approach creates clarity, confidence, and continuity for generations to come.

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, MA, MD, MI, MS, NC, NH, NJ, NY, OH, OK, PA, SC, SD, TX, VA, WA, WI and WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Fixed insurance products and services offered by ShorePoint Advisory Group are separate and unrelated to Commonwealth.

Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser.

Please review our terms of use here:  www.commonwealth.com/termsofuse.html

ShorePoint Advisory Group
1022 Hutton Lane, Suite 109
High Point, NC 27262

40 South Street, Suite 200 
Marblehead, MA 01945

336-885-2530
336-885-2531 (fax)

7 Summer Street Suite 4

Manchester, MA 01944

978-704-9795

104 Middle Street

Hadley, MA 01035

413-570-4188



117 Pleasant Street

Nantucket, MA 02554

336-885-2530

www.shorepointadvisorygroup.com

Find ShorePoint Advisory Group employees' phone numbers or email addresses

ShorePoint Advisory Group Global Highlights

Location
Employees

North America
34

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  • United States Of America
    34

South America
1

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  • Brazil
    1

ShorePoint Advisory Group's Leadership

  • Stylized image of a person
    W. T. R.
    Coo & General Counsel
    Phone icon
  • Stylized image of a person
    E. P. C.
    President & Financial Advisor
    Phone icon
  • Stylized image of a person
    K. B.
    Founder And Principal
    Phone icon
  • Stylized image of a person
    R. B. C.
    Founder And Certified Financial Planner™ Practitioner
    Phone icon
  • Stylized image of a person
    S. R.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    Y. D.
    Client Services & Operations Manager At Blakely Financial
    Phone icon
  • Stylized image of a person
    S. B.
    Client Experience Manager
    Phone icon
  • Stylized image of a person
    S. L.
    Financial Advisor
    Phone icon

ShorePoint Advisory Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Legal
  • Accounting
  • Other
  • Administrative

Contact profiles from ShorePoint Advisory Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. P. C.
    President & Financial Advisor
    Phone icon
    United StatesMassachusetts
    Oct 24, 2025
  • Stylized image of a person
    W. T. R.
    Coo & General Counsel
    Phone icon
    United StatesMassachusetts
    Oct 20, 2025
  • Stylized image of a person
    K. B.
    Founder And Principal
    Phone icon
    United States
    Oct 17, 2024
  • Stylized image of a person
    S. R.
    Director Of Operations
    Phone icon
    United StatesMassachusetts
    Nov 11, 2025
  • Stylized image of a person
    Y. D.
    Client Services & Operations Manager At Blakely Financial
    Phone icon
    United StatesNorth Carolina
    Oct 18, 2025
  • Stylized image of a person
    S. B.
    Client Experience Manager
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    S. L.
    Financial Advisor
    Phone icon
    United StatesNorth Carolina
    Jul 31, 2025
  • Stylized image of a person
    D. Z. B.
    Community Liason
    Phone icon
    United StatesNorth Carolina
    Nov 17, 2025
  • Stylized image of a person
    E. B.
    Financial Planning Associate
    Phone icon
    United StatesMassachusetts
    Jan 27, 2026
  • Stylized image of a person
    A. P.
    Intern
    Phone icon
    United StatesMassachusetts
    Oct 22, 2025

Frequently Asked Questions

What is ShorePoint Advisory Group known for?

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ShorePoint Advisory Group was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 1022 Hutton Lane Suite 109 High Point, North Carolina 27262 United States; you can contact the main corporate office by phone at . Explore ShorePoint Advisory Group's company overview page for more information.

What is ShorePoint Advisory Group's most common email format?

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ShorePoint Advisory Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ShorePoint Advisory Group email formats with LeadIQ.

How many employees does ShorePoint Advisory Group have currently?

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ShorePoint Advisory Group has approximately 24 employees as of March 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are ShorePoint Advisory Group's key employees and leadership?

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As of March 2026, ShorePoint Advisory Group's key employees include:

  • Coo & General Counsel: W. T. R.
  • President & Financial Advisor: E. P. C.
  • Founder And Principal: K. B.
  • Founder And Certified Financial Planner™ Practitioner: R. B. C.
  • Director Of Operations: S. R.

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