What departments does Weston Financial Group have?

Weston Financial Group has employees across 6 departments including Operations, Finance, Analytics, Real Estate, Healthcare Services.

What is the largest department at Weston Financial Group?

The largest department at Weston Financial Group is Finance with 7 employees.

Where are Weston Financial Group employees located globally?

Weston Financial Group has employees across 3 continents and 3 countries including Nigeria, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Weston Financial Group's team size changed over time?

Weston Financial Group's team has decreased from approximately 12 to 11 employees based on available data.

Weston Financial Group Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Weston Financial Group is a financial services firm based in Wellesley, Massachusetts. It specializes in financial life planning for high net worth individuals and their families, helping them translate life goals into financial strategy. Rather than starting with investments, the firm emphasizes a personalized plan to guide financial decisions and support clients' long-term aspirations.

Founded in 1979, it has maintained a planning-first approach within wealth management for more than three decades. The organization operates in the financial services industry and serves clients from its Massachusetts base.

Weston Financial Group Global Highlights

North America
27

United States Of America
27

Europe
3

United Kingdom Of Great Britain And Northern Ireland
3

Africa
1

Nigeria
1

Weston Financial Group's Leadership

J. F.
Chief Operating Officer
Mobile Phone
Email
J. H.
Owner
Mobile Phone
Email
T. C.
Owner
Mobile Phone
Email
M. K.
Senior Vice President And Managing Director, Principal Wealth Advisor
Mobile Phone
Email
D. B.
Senior Financial Counselor And Vice President
Mobile Phone
Email
N. M.
Avp, Senior Compliance Analyst
Mobile Phone
Email
M. S.
Vice President
Mobile Phone
Email
S. D.
Vice President, Divisional Controller
Mobile Phone
Email

Weston Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Support
Accounting
Administrative
Other

Contact profiles from Weston Financial Group

Name

Title

Contact Info

Location

Last Update

J. H.
Owner
Mobile Phone
Email
United StatesFlorida
Oct 18, 2024
J. F.
Chief Operating Officer
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
T. C.
Owner
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
M. K.
Senior Vice President And Managing Director, Principal Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
Jun 28, 2026
D. B.
Senior Financial Counselor And Vice President
Mobile Phone
Email
United StatesMassachusetts
Jun 28, 2026
N. M.
Avp, Senior Compliance Analyst
Mobile Phone
Email
United StatesMassachusetts
Apr 15, 2026
M. S.
Vice President
Mobile Phone
Email
Oct 16, 2024
S. D.
Vice President, Divisional Controller
Mobile Phone
Email
United StatesMassachusetts
Jul 08, 2024
F. O.
Supervising Director
Mobile Phone
Email
Nigeria
Jun 27, 2026
A. P.
Principal
Mobile Phone
Email
United StatesNew York
May 31, 2026

Frequently Asked Questions

What is Weston Financial Group known for?

Weston Financial Group was founded in 1979 operates in the Financial Services industry. The company's main headquarters is located in 100 William Street Wellesley, Massachusetts 02481 United States; you can contact the main corporate office by phone at

+1-781-235-****

. Explore Weston Financial Group's company overview page for more information.

What is Weston Financial Group's most common email format?

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

How many employees does Weston Financial Group have currently?

Weston Financial Group has approximately 21 employees as of December 2025. These team members are located across 3 continents, including North AmericaEuropeAfrica.

Who are Weston Financial Group's key employees and leadership?

As of December 2025, Weston Financial Group's key employees include:

Chief Operating Officer: J. F.
Owner: J. H.
Owner: T. C.
Senior Vice President And Managing Director, Principal Wealth Advisor: M. K.
Senior Financial Counselor And Vice President: D. B.

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Weston Financial Group Employee Directory

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