CoverProfile

Marilee Falco

Principal, Financial Strategist

Agili

United States, Pennsylvania, Bethlehem

About Me

As a Financial Strategist at Agili, I am responsible for client financial strategy and counsel, comprehensive financial planning and customized investment management.

Profile Information

Principal, Financial Strategist

Agili

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Bethlehem

Pennsylvania

United States

May 15, 2024

More profiles to browse

CC
Conor Clark
Manager of Investment Research
Profile Photo
Michael Joyce
President, Chief Executive Officer
Profile Photo
John Paul Curtin
Investment Analyst
CF
Carrie Fellon
Financial Strategist

You Might Like

ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management