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W Smiley

Managing Partner at TrinityPoint Wealth

  • LinkedIn

Fee-only financial planner and investment advisor with over 30 years experience helping individuals, small businesses, non-profits, and foundations achieve their financial goals and objec...

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TRINITYPOINT WEALTH

TRINITYPOINT WEALTH

  • description Description
    TrinityPoint Wealth is an independent wealth management and investment advisory firm in Milford, CT and Charlotte, NC. Our dedicated financial advisors have decades of experience serving indi...

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  • Employees count Employees 11-50
  • Revenue Revenue 5 Million to 10 Million
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TrinityPoint Wealth Org Chart and Mapping

Employees

Tyler Damore

Associate Wealth Advisor

Cindy White

Senior Client Associate

Jerilyn Shannon

Chief Compliance Officer

Eric Passeri

Chief Investment Officer, Senior Wealth Advisor

Tyler Griffin

Wealth Management Intern

Jana l'Etoile

Partner/Chief Operating Officer

Matthew Gallagher

Head of Business Development

Frequently Asked Questions Regarding W Smiley

Answer: W Smiley works for TrinityPoint Wealth as Managing Partner

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Answer: W Smiley is the current Managing Partner at TrinityPoint Wealth.... Read More

Answer: W Smiley works TrinityPoint Wealth located at 612 Wheelers Farms Rd, Milford, Connecticut, 06461, United States

Answer: TrinityPoint Wealth's Managing Partner is W Smiley

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  • Phone number  :  (***)-***-****
  • Email  :  w****@trinitypointwealth.com

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