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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
    D. W.
    Chief Investment Officer, Executive Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. M.
    President And Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. M.
    President And CEO
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. B.
    Partner, Financial Advisor At Emerald Capital & Wealth Group
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. B.
    Senior Vp & Planning Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. C.
    Evp Of Insurance Services & Corporate Finance
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. M.
    First Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. W.
    Senior Vice President
    Phone icon
    Mobile Phone

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 Info
Location
Last Update
  • Stylized image of a person
    J. P.
    Executive Vice President Director Private Client
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    V. S.
    Senior VP
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Oct 22, 2024
  • Stylized image of a person
    S. D.
    Sr. Vice President
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    May 29, 2026
  • Stylized image of a person
    D. M.
    Regional Sales Director - Cast
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. D.
    Sr V.P
    Phone icon
    Mobile Phone
    United StatesNew Hampshire
    May 30, 2026
  • Stylized image of a person
    M. M.
    Senior Registered Assistant
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    May 29, 2026
  • Stylized image of a person
    D. F.
    Assistant To Registered Investment Advisor Representative
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Apr 15, 2026
  • Stylized image of a person
    J. D.
    Invesment Advisor/ Fixed Income Trading
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    May 29, 2026
  • Stylized image of a person
    D. R.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Mar 25, 2026
  • Stylized image of a person
    D. D.
    Stock Broker
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

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

Minus sign iconPlus sign iconWinslow, Evans & Crocker, Inc. was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 175 Federal Street Boston, Massachusetts 02110 United States; you can contact the main corporate office by phone at
+1-617-896-****
. Explore Winslow, Evans & Crocker, Inc.'s company overview page for more information.

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

Minus sign iconPlus sign iconWinslow, 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?

Minus sign iconPlus sign iconWinslow, Evans & Crocker, Inc. has approximately 23 employees as of June 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 June 2026, Winslow, Evans & Crocker, Inc.'s key employees include:

  • Chief Investment Officer, Executive Vice President: D. W.
  • President And Ceo: B. M.
  • President And CEO: R. M.
  • Partner, Financial Advisor At Emerald Capital & Wealth Group: E. B.
  • Senior Vp & Planning Director: R. B.

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