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Bill Felix

Data Specialist at Truepoint Wealth Counsel

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Email Email: b****@uwgc.org

phone noPhone Number: (***)-***-****

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TRUEPOINT WEALTH COUNSEL

TRUEPOINT WEALTH COUNSEL

  • description Description
    Since our founding in 1990, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible. We are fee-only fiduciaries and remain 100% emplo...

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  • Employees count Employees 51-200
  • Revenue Revenue 10 Million to 25 Million
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Truepoint Wealth Counsel Org Chart and Mapping

Employees

Will Lundstrom

Manager, Investment Advisory Services

Cfp® Ryan Klekar

Sr. Wealth Advisor & Shareholder

Steven Milby

Wealth Advisor Associate

Shelly Bailey

Estate Planning Specialist

Chris Hennekes

Financial Planning Specialist

Christine Carleton

Chair, Women's Wealth Counsel

Lisa Reynolds

Client Service Associate

Frequently Asked Questions Regarding Bill Felix

Answer: Bill Felix works for Truepoint Wealth Counsel as Data Specialist

Answer: Bill Felix’s role in Truepoint Wealth Counsel is Data Specialist

Answer: Bill Felix's email address is b***@gmail.com

Answer: Bill Felix's business email address is b****@uwgc.org

Answer: Bill Felix’s direct phone number is (***)-***-****

Answer: Bill Felix works in the industry of: Financial Services

Answer: Bill Felix works Truepoint Wealth Counsel located at 9999 Carver Rd Ste 200, Cincinnati, Ohio, 45242, United States

Answer: Truepoint Wealth Counsel's Data Specialist is Bill Felix

Answer: Bill Felix contact details:

  • Phone number  :  (***)-***-****
  • Email  :  b****@uwgc.org

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