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

Ashley R. Agnew

Director of Relationship Development

Needham, Massachusetts

Professional Profile

Call Me When

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.

Contact Method

e-mail

Profession

  • Wealth Planner
  • Professional Certifications

    MBA Global Finance, Bryant University. Graduate Certificate Financial Therapy, Kansas State University. Series 65.

    Functional Expertise

  • Business development
  • Business management
  • Cash management
  • Charitable giving
  • Communications
  • Fiduciary
  • Finance
  • Investments
  • Investor relations
  • Marketing
  • Organizational development
  • Retirement
  • Social media
  • 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

    Membership

    Greater Boston Corporate

    Member Since

    4 Year Member

    Sponsorship Type

    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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