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Merritt Point Wealth Advisors

Merritt Point Wealth Advisors Email Formats

Financial ServicesFlag of USOld Greenwich, Connecticut, United States21-50 Employees

Merritt Point Wealth Advisors Email Formats

Merritt Point Wealth Advisors uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 45.6% of the time.

FormatExamplePercentage
{first name}.{last name}@company.com
john.doe@company.com
45.6%
{first name initial}{last name}@company.com
{first name initial}doe@company.com
22.3%
{first name}@company.com
john@company.com
15.1%
{first name}{last name}@company.com
johndoe@company.com
9.8%
{first name}_{last name}@company.com
john_doe@company.com
7.2%

Key Contacts at Merritt Point Wealth Advisors

Flag of US

Beth F. Cutler

President, Founder

Flag of US

Jason S. Andrews

Ceo, Founder

Flag of US

Ross Bauer

Founder, Coo

Flag of US

Anthony D'Ambrosio

Director, Partner, Wealth Advisor, Pim Portfolio Manager

Flag of US

Michael Salimbene

Director, Partner, Wealth Advisor, Senior Pim Portfolio Manager

Company overview

Headquarters1700 E. Putnam Ave, Suite 211, Old Greenwich, Connecticut 06870, US
Phone number+16467762356
Website
NAICS52
Founded2019
Employees21-50
Socials

About Merritt Point Wealth Advisors

Merritt Point Wealth Advisors is a new age wealth management practice striving to define the standard of modern investing. As an independent practice, we specialize in providing today’s modern investors with an all-encompassing, client-centric approach to wealth and investment management. Our team of financial advisors deploys more than 85 years of combined investment experience, guiding clients through the complexities of wealth management. Merritt Point Wealth Advisors is located in Old Greenwich, Connecticut, and serves affluent investors across the country. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Merritt Point Wealth Advisors is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. This information is intended for use only by residents of AL, AZ, CA, CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, MN, MO, MT, NC, NH, NJ, NV, NY, OH, PA, SC, SD, TN, TX, VA, VT, WA, WY. [PM-01152026-6792282.1.1]

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Vice President
Entry
Partner

Employees by Department

Merritt Point Wealth Advisors has 11 employees across 3 departments.

Departments

Number of employees

Funding Data

Merritt Point Wealth Advisors has never raised funding before.

Merritt Point Wealth Advisors Tech Stack

Discover the technologies and tools that power Merritt Point Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

Cloudflare

CDN

particles.js

particles.js

JavaScript graphics

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

GoDaddy

GoDaddy

Hosting

HSTS

HSTS

Security

Facebook Pixel

Facebook Pixel

Analytics

core-js

core-js

JavaScript libraries

Bootstrap

Bootstrap

UI frameworks

YouTube

YouTube

Video players

Hotjar

Hotjar

Analytics

Google Analytics

Google Analytics

Analytics

Frequently asked questions

Merritt Point Wealth Advisors is located in Old Greenwich, Connecticut, US.
You can reach Merritt Point Wealth Advisors at +16467762356.
Merritt Point Wealth Advisors was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.
Merritt Point Wealth Advisors has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
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most used
tier 1 accuracy

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