CCR Wealth Management Management Team
Contact top employees from
CCR Wealth Management
Summary
CCR Wealth Management has been in the industry for 28 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 53. To connect with CCR Wealth Management employee register on SignalHire.
Organization Website | ccrwealth.com |
Phone Number | 508-475-3880 |
Industries | |
Headquarters Location | 1800 West Park Drive, Westborough, MA, 01581 US |
Employees Size | 10-50 employees |
Specialties | Financial Planning, Investment Management, Insurance Strategies, Group Retirement Plans, Group Life and Health Insurance, Tax and Estate Coordination |
Founded | 1998 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at CCR Wealth Management shows a diverse range of experience levels:
5% have been with the company for less than 1 year16% for 1–2 years16% for 3–4 years11% for 5–7 years16% for 8–10 years37% have over 11 years of service at CCR Wealth ManagementEx-employees positions
In Company
In New Company
Contact top employees from
CCR Wealth Management
Bryan Wiltfong
Client Solutions Specialist
Zach Pidgeon
Financial Consultant
Vincenzo Palmerino
Financial Consultant
Brian Thomas
Financial Consultant
Danielle Drew
Financial Planner
Kristin Branchaud
Customer Service Specialist
Amanda Hancock
Financial Planner
Brian Kennedy
Financial Planner
Jonathan Lilja
Financial Planner
Andrew Bonetti
Partner, Financial Consultant
Jessica Loughnane
Customer Service Representative
Crystal Giannoulis
Client Service Specialist
Kerry Wilcox
Human Resources Generalist
Johnny Woodruff
Managing Director
Jordan Kessler
Financial Planner
Tina Hallenbeck
Senior Employee Benefits Consultant
Jayadevi Singh
Marketing Generalist
Amanda Hopkins
Chief Operating Officer
Michelle Davis
Executive Office Assistant
Eric Fernandes
Financial Consultant
John Maher
Chief Investment Officer
Lauren Roberts
Client Services Associate - Cetera Advisors, LLC and BNY Mellon/Pershing
Davis Moeckel
Financial Consultant
William Heines
Retirement Consultant
Jack McGauley
Associate
Glenda Bourque
Office Manager
Susan Durkin
Insurance Specialist
FAQ
CCR Wealth Management operates in the Finance industries. More details can be found on the official website: ccrwealth.com.
The headquarters of CCR Wealth Management are located in Westborough, United States.
You can contact CCR Wealth Management by phone at 508-475-3880.
CCR Wealth Management currently employs 10-50 people.
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