Wintergreen Financial Group Employee Directory

Investment ManagementMaine, United States2-10 Employees

Wintergreen Financial Group, founded over twenty years ago, provides personalized financial services to a wide range of clients. Wintergreen Financial Group is supported by LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation (as reported by Financial Planning magazine, June 1996-2021, based on total revenue). 

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC sipc.org.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Find Wintergreen Financial Group employees' phone numbers or email addresses

Wintergreen Financial Group Global Highlights

Location
Employees

North America
5

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  • United States Of America
    4
  • Canada
    1

Wintergreen Financial Group's Leadership

  • Stylized image of a person
    J. A.
    Vice President, Commercial Services Officer
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  • Stylized image of a person
    H. W.
    Administrative Assistant
    Phone icon

Contact profiles from Wintergreen Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. A.
    Vice President, Commercial Services Officer
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    H. W.
    Administrative Assistant
    Phone icon
    United StatesMaine
    Aug 01, 2025

Frequently Asked Questions

What is Wintergreen Financial Group known for?

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Wintergreen Financial Group was founded in 1995 operates in the Investment Management industry. Explore Wintergreen Financial Group's company overview page for more information.

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

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

How many employees does Wintergreen Financial Group have currently?

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Wintergreen Financial Group has approximately 4 employees as of December 2025. These team members are located across 1 continents, including North America.

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

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

  • Vice President, Commercial Services Officer: J. A.
  • Administrative Assistant: H. W.

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