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
CC
Conor Clark
Manager of Investment Research
CF
Carrie Fellon
Financial Strategist
Michael Joyce
President, Chief Executive Officer
John Paul Curtin
Investment Analyst
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services