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Winslow, Evans & Crocker, Inc. Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Winslow, Evans & Crocker, Inc. is a financial services firm headquartered in Boston, Massachusetts. It works with both individual and institutional investors, developing comprehensive financial plans and providing advisory services, as well as insurance, portfolio management, and trading support. The team comprises experienced professionals with deep industry knowledge, positioning the firm to guide clients through integrated financial planning and related services. The organization emphasizes personal, small-firm service, focusing on understanding each client's needs and helping them pursue their financial objectives. Operating in the financial services sector, the firm aims to connect clients with a more informed and accessible path to their financial future.

Find Winslow, Evans & Crocker, Inc. employees' phone numbers or email addresses

Winslow, Evans & Crocker, Inc. Global Highlights

Location
Employees

North America
36

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  • United States Of America
    36

Winslow, Evans & Crocker, Inc.'s Leadership

  • Stylized image of a person
    A. M.
    First Vice President
  • Stylized image of a person
    D. S.
    Senior Vice President
  • Stylized image of a person
    E. C.
    Senior Vice President
  • Stylized image of a person
    J. P.
    Executive Vice President Director Private Client
  • Stylized image of a person
    D. M.
    Regional Sales Director - Cast
  • Stylized image of a person
    N. C.
    Managing Director
  • Stylized image of a person
    R. J.
    Insurance Agent

Winslow, Evans & Crocker, Inc. Employee Metrics

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

Contact profiles from Winslow, Evans & Crocker, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. M.
    First Vice President
    Oct 23, 2024
  • Stylized image of a person
    D. S.
    Senior Vice President
    Oct 22, 2024
  • Stylized image of a person
    E. C.
    Senior Vice President
    Oct 22, 2024
  • Stylized image of a person
    J. P.
    Executive Vice President Director Private Client
    Oct 18, 2024
  • Stylized image of a person
    D. M.
    Regional Sales Director - Cast
    Oct 17, 2024
  • Stylized image of a person
    N. C.
    Managing Director
    Oct 16, 2024
  • Stylized image of a person
    R. J.
    Insurance Agent
    Oct 18, 2024

Frequently Asked Questions

What is Winslow, Evans & Crocker, Inc. known for?

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Winslow, Evans & Crocker, Inc. was founded in 1991 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Winslow, Evans & Crocker, Inc.'s company overview page for more information.

What is Winslow, Evans & Crocker, Inc.'s most common email format?

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Winslow, Evans & Crocker, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Winslow, Evans & Crocker, Inc. email formats with LeadIQ.

How many employees does Winslow, Evans & Crocker, Inc. have currently?

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Winslow, Evans & Crocker, Inc. has approximately 23 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Winslow, Evans & Crocker, Inc.'s key employees and leadership?

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As of July 2026, Winslow, Evans & Crocker, Inc.'s key employees include:

  • First Vice President: A. M.
  • Senior Vice President: D. S.
  • Senior Vice President: E. C.
  • Executive Vice President Director Private Client: J. P.
  • Regional Sales Director - Cast: D. M.

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