Wellington Shields
Wellington Shields is an independent wealth management firm with roots dating back to 1925. We are dedicated to delivering high-quality, objective investment advice to high net worth individuals and families, institutions, Trusts and estates, foundations and endowments. Wellington Shields’ elite group of professionals are from a variety of backgrounds and share one key characteristic: the clear ability to help people manage their wealth while providing world-class service. Its mission and tradition is: To provide a relationship-oriented brokerage firm that is client-centric and not transaction-driven. To act as a fiduciary in representing our clients and as an agency advocate eliminating conflicts of interest. To deliver cost-effective qualitative investment solutions that seek to increase wealth, preserve capital and reduce taxes. Contact a Wellington Shields & Co. LLC advisor to see how we can help you.
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Verified contacts
44
available on Kipplo
LinkedIn employees
64
51 to 200 range
Open roles
—
no listings
Distinct roles
36
indexed titles
Tech stack
0
tools in use
Monthly traffic
233
organic / mo
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Decision-makers and verified team members
44 contacts with verified email or phone · masked until revealed.
- DG
Deborah Gaskins
Sr VP · General Business & Management
EmailPhone - JF
James Fahey
Vice President, Wealth Advisor · Finance & Accounting
EmailPhone - MP
Mark P. Sperry
Senior VP · General Business & Management
EmailPhone - VP
Veronica Pius
Vice President, Compliance Associate · Finance & Accounting
EmailPhone - EP
Ellen Purinton
Wealth Advisor · Finance & Accounting
EmailPhone - JV
Julie Vicinanza
Office Manager · Operations
EmailPhone - PP
Patricia Powell
Senior Financial Advisor · Finance & Accounting
EmailPhone - MH
Maureen Henderson
Trader · Finance & Accounting
EmailPhone - BB
Benjamin Brietstein
Client Services Representative · Other
EmailPhone
Showing 9 of 44 verified contacts
Top roles at Wellington Shields
36 distinct titles indexed · top 10 shown.
- 2financial analyst
- 2investment advisor
- 2wealth advisor
- 2wealth management associate
- 1accounts payable
- 1analyst
- 1chief financial officer
- 1client services associate
- 1client services representative
- 1equity trader
- +26more titles
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