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Dana Mascalo

Managing Partner at TrinityPoint Wealth

  • LinkedIn

Email Email: d****@wfadvisors.com

phone noPhone Number: (***)-***-****

As a Managing Partner, Dana brings her passion for creative, holistic financial life planning to TrinityPoint Wealth. Truly committed to having a meaningful impact both in clients’ lives ...

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TRINITYPOINT WEALTH

TRINITYPOINT WEALTH

  • description Description
    TrinityPoint Wealth is an independent wealth management and investment advisory firm in Milford, CT and Charlotte, NC. Our dedicated financial advisors have decades of experience serving indi...

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  • Employees count Employees 11-50
  • Revenue Revenue 5 Million to 10 Million
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TrinityPoint Wealth Org Chart and Mapping

Employees

Jerilyn Shannon

Chief Compliance Officer

Cindy White

Senior Client Associate

Jana l'Etoile

Partner/Chief Operating Officer

Tyler Damore

Associate Wealth Advisor

Eric Passeri

Chief Investment Officer, Senior Wealth Advisor

Tyler Griffin

Wealth Management Intern

Frequently Asked Questions Regarding Dana Mascalo

Answer: Dana Mascalo works for TrinityPoint Wealth as Managing Partner

Answer: Dana Mascalo’s role in TrinityPoint Wealth is Managing Partner

Answer: Dana Mascalo's email address is d***@gmail.com

Answer: Dana Mascalo's business email address is d****@wfadvisors.com

Answer: Dana Mascalo’s direct phone number is (***)-***-****

Answer: Dana Mascalo works in the industry of: Investment Management

Answer: Dana Mascalo is the current Managing Partner at TrinityPoint Wealth.... Read More

Answer: Dana Mascalo works TrinityPoint Wealth located at 612 Wheelers Farms Rd, Milford, Connecticut, 06461, United States

Answer: TrinityPoint Wealth's Managing Partner is Dana Mascalo

Answer: Dana Mascalo contact details:

  • Phone number  :  (***)-***-****
  • Email  :  d****@wfadvisors.com

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