As a Financial Strategist and head of Agili’s Financial Planning Team, I provide our clients with customized financial planning, financial strategy and counsel, and investment management.
Jamie Malone
Principal & Financial Strategist
Agili
United States, Virginia, Richmond
About Me
Profile Information
Principal & Financial Strategist
Agili
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Richmond
Virginia
United States
Sep 19, 2024
More profiles to browse
Michael Joyce
President, Chief Executive Officer
CF
Carrie Fellon
Financial Strategist
CC
Conor Clark
Manager of Investment Research
MF
Marilee Falco
Principal, Financial Strategist
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
PG
Patricia Gee
Operations
Manhattan Family Office