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
Profession
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
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
Client Results
Membership
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.
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