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Christine Carleton

Chair, Women's Wealth Counsel at Truepoint Wealth Counsel

  • LinkedIn

With decades of experience as a wealth advisor, I know how important it is to take the time to listen carefully to clients and help them identify their goals and values. I use these insig...

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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

Brian Keating

Financial Planning Associate

Kim Jolly

Financial Planning Associate

Shelly Bailey

Estate Planning Specialist

Ginger Ittenbach

Director of Tax Services & Shareholder

Lynda Michael

Marketing & Operations Associate

August Hemmerich

Financial Planning Associate

Frequently Asked Questions Regarding Christine Carleton

Answer: Christine Carleton works for Truepoint Wealth Counsel as Chair, Women's Wealth Counsel

Answer: Christine Carleton’s role in Truepoint Wealth Counsel is Chair, Women's Wealth Counsel

Answer: Christine Carleton's email address is c***@gmail.com

Answer: Christine Carleton's business email address is c****@truepointwealth.com

Answer: Christine Carleton’s direct phone number is (***)-***-****

Answer: Christine Carleton works in the industry of: Financial Services

Answer: Christine Carleton is the current Chair, Women's Wealth Counsel at Truepoint Wealth Counsel.... Read More

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

Answer: Truepoint Wealth Counsel's Chair, Women's Wealth Counsel is Christine Carleton

Answer: Christine Carleton contact details:

  • Phone number  :  (***)-***-****
  • Email  :  c****@truepointwealth.com

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