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Stephanie Johnson

Operations Associate at Truepoint Wealth Counsel

  • LinkedIn

On a given morning, my focus is on the daily list of tasks I complete on behalf of the investment and wealth advisor teams to keep Truepoint’s accounting systems current and accurate. The...

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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

Bill Tucker

Sr. Tax Manager and Shareholder

Steven Milby

Wealth Advisor Associate

Bridget Hughes

Sr. Client Services Manager

Katrina Hartsel

Director of Employee Experience & Shareholder

Shannon Dowling

Client Service Associate

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  • Email  :  s****@truepointwealth.com

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