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Meet With Us

Kings Point Team

60 Cuttermill Road, Suite 516

Great Neck,

NY

11021

kingspoint-info@wealthenhancement.com
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Meet with us
King Point Team

About the Kings Point Team

We are a customized portfolio manager that engages in deep financial, tax, and estate planning with our clients. Every portfolio is designed and managed in a highly custom fashion, built uniquely to fit the evolving needs of each client. We pride ourselves on delivering an unmatched service experience, and as fiduciaries, we’re dedicated to providing guidance that aligns with our clients’ best interests. 

Advisory Team

Jason Beaird

CFA®
Senior Vice President, Financial Advisor & Managing Director

Jake Marshall

CFA®, CFP®
Senior Vice President, Financial Advisor & Managing Director

Andres Fernandez

CFP® , CEPA®
Senior Vice President, Financial Advisor

Ken Lynn

Senior Vice President, Financial Advisor

Billy Dutton

CFA®, CPA
Advisor Team Service Director

Client Service Team

Josephine Ballek

Client Service Associate

Eric Britt

Trading Analyst

Rebecca Carey

Client Service Manager

Melissa D'Anna

Senior Client Service Associate

Chris DeCarolis

Senior Investment Analyst

Leah Jones

Sr. Client Service Manager

Resources from our team

Topic
Topic
PDF

Kings Point Quarterly Letter Q2 2024

"It's tough to make predictions, especially about the future" is a famous quote from Yogi Berra. We began the year with many predicting a recession of varying degrees, followed by a Federal Reserve rate-cutting cycle that would be welcomed by financial markets. We got neither. 
8/8/2024

Team locations

Great Neck, NY
60 Cuttermill Road, Suite 516, Great Neck, New York, 11021
(516) 439-5100
details
Brentwood, TN
112 Westwood Place, Suite 210, Brentwood, Tennessee, 37027
(615) 620-3900
details

Current Clients

Contact this team via email or phone at the top of the page.

Contact This Team

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Schedule an initial consultation

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Barron’s: Awarded on 9/12/2025 (Mega RIA). Ranked on assets, revenue, and quality of practice as of 6/30/25. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.