KM
Katie Moschella
Director Of Operations at Sandy Cove Advisors,
View Katie's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Director Of Operations
May 2018 - Present · 6 years and 8 months
Vice President
Jun 2015 - May 2018 · 2 years and 11 months
Client Service Officer
Jan 2012 - Jun 2015 · 3 years and 5 months
Company Details
2-10 Employees
Sandy Cove Advisors is a boutique financial advisory firm that delivers a full spectrum of customized wealth management services, with a focus on investments, financial planning and family office solutions. The firm’s personalized, disciplined process helps clients achieve financial peace of mind in an increasingly complex world. Whether planning for retirement, navigating a major life transition, or creating a financial roadmap, you can trust our experienced team to help make sound decisions that impact you and those you care about, so you can enjoy today while feeling confident about tomorrow. Our services include: Wealth Management Asset Allocation & Investments Financial Planning Investment Advisory Personal CFO Services Estate, Retirement & Tax Planning Family Office Services For more information, please visit www.SandyCoveAdvisors.com
Year Founded
2010
Social Media
LinkedinFacebook
Industry
Financial Services, Investment Services
HQ Location
37 Derby Street, Suite 5 Hingham, MA 02043, US
Keywords
Wealth ManagementFamily Office ServicesFinancial PlanningInvestment AdvisoryDivorce PlanningFamilies in TransitionAsset Allocation & InvestmentsEstateRetirement & Tax Planningand Personal CFO Services
Discover More About Cleveland Clinic

Find verified contacts of Katie Moschella in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.