Kristina Mello Joins StrategicPoint Investment Advisors as Financial PlannerMarch 26, 2018 12:26 pm
Providence, RI— (March 26, 2018) – StrategicPoint announces the addition of Kristina Mello, MBA, to their team as Financial Planner, further expanding the firm’s capabilities in wealth management.
StrategicPoint Investment Advisors, LLC, an independent, fee-based financial advisory firm, is pleased to announce the hiring of Kristina Mello as Financial Planner. In addition to working closely with our advisors to help deliver tailored strategies to our clients’ ever changing needs, Kristina will oversee the integration of new, advanced financial planning software. Kristina will also serve as compliance associate.
Kristina brings with her more than ten years of financial services experience to StrategicPoint. Prior to joining the firm, she held various roles at J.P. Morgan, Bank of America and Merrill Lynch, including a background in client service and operations, credit and lending, and practice management.
Kristina graduated from Emmanuel College in 2007 with a double B.A. in Spanish & Global Studies, and obtained her Global MBA from Suffolk University in 2016. She has had the opportunity to travel around the world, for both personal & academic growth.
“We are thrilled to have Kristina join our team as Financial Planner. As StrategicPoint continues to grow, Kristina’s financial planning resources and expertise will help our advisors focus on the concerns and issues that matter most to our clients.” said Betsey A. Purinton, CFP®, Managing Partner and CIO.
About StrategicPoint Investment Advisors
StrategicPoint is a unique wealth management firm, focused on building long-term relationships with individuals and families. Since its start in 1989 the firm’s goal has been to provide personally tailored advice, while acting in their clients’ best interest. Their holistic approach integrates investments with financial planning techniques to help guide clients towards financial independence. You can follow the latest StrategicPoint thinking through their weekly e-mails, blog postings and monthly wealth management newsletters covering timely and relevant investment management and financial planning topics at www.strategicpoint.com.
Laura Bard, Marketing Manager, StrategicPoint Investment Advisors
(401) 273-1500 LBard@strategicpoint.com