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MEMBER PROFILE

 

Ashley Agnew

Centerpoint Advisors

 

Member profile details

First name
Ashley
Last name
Agnew
Title
Associate Director of Relationship Development
Company
Centerpoint Advisors
Photo
Logo
 

CONTACT INFORMATION

Address
175 Highland Avenue
Address 2
suite 302
City
Needham
State/Province/Region
Massachusetts
Zip/Postal code
02494
Country
United States
How to contact
e-mail
Twitter name
@Centerpoint_Now
 

CHAPTER INFORMATION

Chapter Leadership Role
Marketing
 

PROFESSIONAL INFORMATION

Profession
  • Wealth Planner
Functional Expertise
  • Business development
  • Business management
  • Communications
  • Finance
  • Investments
  • Investor relations
  • Marketing
  • Organizational development
  • Retirement
  • Social media
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Education
  • Financial Services
  • Health, Pharma and Biotech
  • Software and Internet
  • Transportation and Storage
Call me when...
I help high net worth clients have a better relationship with their money. Call me when you are looking for multi-generational planning and financial coaching.
Business Focus
Total Wealth Management
Professional Certification(s)
MBA Global Finance, Bryant University
In Business Since
2001
 Linked members (1)
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