Sherri Buteau Joins StrategicPoint Investment Advisors as Client Service Associate, ParaplannerDecember 21, 2021 10:59 am
Providence, RI— (December 13, 2021) StrategicPoint announces the addition of Sherri Buteau to their team as Client Service Associate and Paraplanner, further expanding the firm’s capabilities in wealth management.
StrategicPoint Investment Advisors, LLC, an independent, fee-based investment advisory firm, is pleased to announce the hiring of Sherri Buteau as Client Service Associate and Paraplanner.
Sherri brings with her more than eight years of financial services experience to StrategicPoint. Prior to joining the firm, she held various roles at Fidelity, including responsibilities in team leadership, client relationship management and 529 plans.
Sherri graduated from Rhode Island College with a B.S. in Business Administration and is currently working towards her FINRA Series 65 license.
“We are excited to bring on such a skilled employee who will expand our ability to continue to provide the level of service our clients deserve.” said Derek M. Amey, Partner and Portfolio Manager.
About StrategicPoint Investment Advisors
StrategicPoint is a wealth management firm, focused on building long-term relationships with individuals and families. Since its start in 1992 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, podcast and blog postings 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