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Derek Amey

Partner and Co-Cio at StrategicPoint Investment Advisors

  • LinkedIn

"Many people have financial challenges they don’t fully understand. I enjoy identifying and addressing potential pitfalls with my clients. Offering solutions is my greatest reward."Derek ...

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STRATEGICPOINT INVESTMENT ADVISORS

STRATEGICPOINT INVESTMENT ADVISORS

  • description Description
    StrategicPoint is an independent wealth manager, focused on financial planning and investments.
  • Employees count Employees 11-50
  • Revenue Revenue 1 Billion and Over
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StrategicPoint Investment Advisors Org Chart and Mapping

Employees

Kristina Mello

Senior Financial Advisor, Director of Financial Planning

Tara Budlong

Client Service Manager and Advisor

Laura Bard

Director of Client Experience & Strategy

Cfp® Betsey Purinton

Managing Partner and Chief Investment Officer

Aaron Reynolds

Associate Portfolio Manager

Sean Giles

Senior Financial Advisor

Frequently Asked Questions Regarding Derek Amey

Answer: Derek Amey works for StrategicPoint Investment Advisors as Partner and Co-Cio

Answer: Derek Amey’s role in StrategicPoint Investment Advisors is Partner and Co-Cio

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Answer: Derek Amey is the current Partner and Co-Cio at StrategicPoint Investment Advisors.... Read More

Answer: Derek Amey works StrategicPoint Investment Advisors located at 294 West Exchange Street, Providence, , 2903, Rhode Island, United States

Answer: StrategicPoint Investment Advisors's Partner and Co-Cio is Derek Amey

Answer: Derek Amey contact details:

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

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