Ashley Agnew of Centerpoint Advisors is a member of XPX Greater Boston

Ashley R. Agnew

Director of Relationship Development

Centerpoint Advisors

Needham, Massachusetts

Professional Profile

Call Me When

Call Me When... I help high net worth clients have a better relationship with their money, using both therapeutic and financial planning modalities. Call me when you are looking for multi-generational planning, financial therapy, and independent asset management.

Contact Method



  • Wealth Manager
  • Professional Certifications

    MBA Global Finance, Bryant University. Graduate Certificate Financial Therapy, Kansas State University. Series 65, Certified Financial Therapist Designation through the Financial Therapy Association.

    Functional Expertise

  • Board of Directors (not for profit)
  • Business development
  • Business management
  • Cash management
  • Charitable giving
  • Communications
  • Fiduciary
  • Finance
  • Investments
  • Investor relations
  • Marketing
  • Organizational development
  • Retirement
  • Business Focus

    Wealth Management and Family Office Services

    Transition Planning Certification

    Financial Therapy and Mindfulness Coaching. HNW/UHNW Wealth Management and Family Office Services.

    Client Industries

  • Business Services
  • Consumer Services
  • Education
  • Financial Services
  • Health/Pharma/Biotech
  • Software/Internet
  • Transportation/Storage
  • Client Results


    Greater Boston Individual

    Member Since

    Member for 6 years

    Sponsorship Type

    Summit Half Table

    Chapter Leadership Role

    Marketing Chair

    Why I'm a Member of XPX

    The quality of programming content and collective knowledge of the group, along with its welcoming character, best describe why I am still a member, however I was drawn to the organization for its resources for business owners which remains a perk.