

Carrie Fellon
Financial Strategist
Agili
United States, Pennsylvania, Bethlehem
About Me
As a Financial Strategist, I manage investments, provide financial strategy and counsel, and create customized financial plans for our clients.
Profile Information
Financial Strategist
Agili
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Bethlehem
Pennsylvania
United States
May 15, 2024
More profiles to browse
MF
Marilee Falco
Principal, Financial Strategist
John Paul Curtin
Investment Analyst
CC
Conor Clark
Manager of Investment Research
JM
Jamie Malone
Principal & Financial Strategist
You Might Like
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
DH
Dennis Hanson
Principal
Jamison Hanson
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University