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Heather Spencer

Sr. Wealth Advisor & Shareholder at Truepoint Wealth Counsel

  • LinkedIn

I work closely with my clients to understand their concerns, their dreams, and their values in order to craft an individualized financial plan that will bring them peace of mind and help ...

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TRUEPOINT WEALTH COUNSEL

TRUEPOINT WEALTH COUNSEL

  • description Description
    Since our founding in 1990, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible. We are fee-only fiduciaries and remain 100% emplo...

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  • Employees count Employees 51-200
  • Revenue Revenue 10 Million to 25 Million
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Truepoint Wealth Counsel Org Chart and Mapping

Employees

Christine Carleton

Chair, Women's Wealth Counsel

Shelly Bailey

Estate Planning Specialist

Bridget Hughes

Sr. Client Services Manager

Shannon Dowling

Client Service Associate

Ginger Ittenbach

Director of Tax Services & Shareholder

Cfp® Ryan Klekar

Sr. Wealth Advisor & Shareholder

Frequently Asked Questions Regarding Heather Spencer

Answer: Heather Spencer works for Truepoint Wealth Counsel as Sr. Wealth Advisor & Shareholder

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Answer: Heather Spencer is the current Sr. Wealth Advisor & Shareholder at Truepoint Wealth Counsel.... Read More

Answer: Heather Spencer works Truepoint Wealth Counsel located at 9999 Carver Rd Ste 200, Cincinnati, Ohio, 45242, United States

Answer: Truepoint Wealth Counsel's Sr. Wealth Advisor & Shareholder is Heather Spencer

Answer: Heather Spencer contact details:

  • Phone number  :  (***)-***-****
  • Email  :  h****@truepointwealth.com

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