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Kristina Mello

Senior Financial Advisor, Director of Financial Planning at StrategicPoint Investment Advisors

  • LinkedIn

“Realizing the tremendous value that financial planning provides, I’m passionate about helping clients navigate important questions and concerns in various stages of their lives.” Kristi...

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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

Tara Budlong

Client Service Manager and Advisor

Cfp® Betsey Purinton

Managing Partner and Chief Investment Officer

Aaron Reynolds

Associate Portfolio Manager

Laura Bard

Director of Client Experience & Strategy

Kristina Mello

Senior Financial Advisor, Director of Financial Planning

Frequently Asked Questions Regarding Kristina Mello

Answer: Kristina Mello works for StrategicPoint Investment Advisors as Senior Financial Advisor, Director of Financial Planning

Answer: Kristina Mello’s role in StrategicPoint Investment Advisors is Senior Financial Advisor, Director of Financial Planning

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Answer: Kristina Mello works in the industry of: Investment Management

Answer: Kristina Mello is the current Senior Financial Advisor, Director of Financial Planning at StrategicPoint Investment Advisors.... Read More

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

Answer: StrategicPoint Investment Advisors's Senior Financial Advisor, Director of Financial Planning is Kristina Mello

Answer: Kristina Mello contact details:

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

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