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Laura Bard

Director of Client Experience & Strategy at StrategicPoint Investment Advisors

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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

Sean Giles

Senior Financial Advisor

Tara Budlong

Client Service Manager and Advisor

Cfp® Betsey Purinton

Managing Partner and Chief Investment Officer

Laura Bard

Director of Client Experience & Strategy

Frequently Asked Questions Regarding Laura Bard

Answer: Laura Bard works for StrategicPoint Investment Advisors as Director of Client Experience & Strategy

Answer: Laura Bard’s role in StrategicPoint Investment Advisors is Director of Client Experience & Strategy

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Answer: Laura Bard works in the industry of: Investment Management

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

Answer: StrategicPoint Investment Advisors's Director of Client Experience & Strategy is Laura Bard

Answer: Laura Bard contact details:

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

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