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Julina Ogilvie

Partner, Wealth Advisor at Principle Wealth Partners

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PRINCIPLE WEALTH PARTNERS

PRINCIPLE WEALTH PARTNERS

  • description Description
    Principle Wealth Partners is an independent registered investment advisory firm located in Madison and Westport, Connecticut. We provide wealth management and comprehensive financial planning...

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  • Employees count Employees 11-50
  • Revenue Revenue 10 Million to 25 Million
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Principle Wealth Partners Org Chart and Mapping

Employees

Cfp® John Hannigan

Senior Wealth Advisor & Director - Financial Planning

Kate Hartmann

Client Service Associate

J McAraw

Senior Wealth Advisor

Julina Ogilvie

Partner, Wealth Advisor

Megan Maruzo

Senior Wealth Advisor at Principle Wealth Partners

Colin Dugan

Senior Wealth Advisor

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  • Phone number  :  (***)-***-****
  • Email  :  j****@principlewealthpartners.com

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