What departments does ShorePoint Advisory Group have?

ShorePoint Advisory Group has employees across 3 departments including Customer Success, Banking, Administrative.

What is the largest department at ShorePoint Advisory Group?

The largest department at ShorePoint Advisory Group is Banking with 2 employees.

Where are ShorePoint Advisory Group employees located globally?

ShorePoint Advisory Group has employees across 1 continents and 1 countries including United States Of America.

How has ShorePoint Advisory Group's team size changed over time?

ShorePoint Advisory Group's team has grown from approximately 19 to 21 employees based on available data.

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ShorePoint Advisory Group Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

ShorePoint Advisory Group operates in the financial services sector, offering comprehensive planning and wealth management tailored to high-net-worth individuals and families. The firm emphasizes aligning financial decisions with clients’ goals and values, aiming to provide clarity, confidence, and continuity across generations through a holistic, high-touch approach.

ShorePoint Advisory Group Global Highlights

North America
32

United States Of America
32

ShorePoint Advisory Group's Leadership

S. B.
Client Experience Manager
Mobile Phone
Email
S. L.
Client Service Assistant
Mobile Phone
Email
E. P.
Financial Advisor
Mobile Phone
Email
J. H.
Administrative Assistant
Mobile Phone
Email
L. A.
Financial Advisor
Mobile Phone
Email
M. E.
Insurance Agent
Mobile Phone
Email

ShorePoint Advisory Group Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Finance
Legal
Other

Contact profiles from ShorePoint Advisory Group

Name

Title

Contact

Location

Last Update

S. B.
Client Experience Manager
Mobile Phone
Email
Oct 16, 2024
S. L.
Client Service Assistant
Mobile Phone
Email
Jul 23, 2026
E. P.
Financial Advisor
Mobile Phone
Email
Jul 23, 2026
J. H.
Administrative Assistant
Mobile Phone
Email
Oct 17, 2024
L. A.
Financial Advisor
Mobile Phone
Email
Oct 21, 2024
M. E.
Insurance Agent
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is ShorePoint Advisory Group known for?

ShorePoint Advisory Group was founded in 1995 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-408-365-****

. Explore ShorePoint Advisory Group's company overview page for more information.

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

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?

ShorePoint Advisory Group has approximately 25 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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

Client Experience Manager: S. B.
Client Service Assistant: S. L.
Financial Advisor: E. P.
Administrative Assistant: J. H.
Financial Advisor: L. A.

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ShorePoint Advisory Group Employee Directory

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