KD
Kristina Dumas
Account Executive at Dow Wealth Management
View Kristina's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Account Executive
Oct 2012 - Present · 12 years and 2 months
Field Associate
Jul 2010 - Apr 2011 · 9 months
Brownfields Assistant
May 2009 - Aug 2009 · 3 months
Company Details
11-50 Employees
Dow Wealth Management offers world-class investment services dedicated to improving clients' financial lives and making their futures more secure. With the benefit of over 75 of experience in the financial markets, the company has developed an expertise and knowledge base that has served its clients well — enabling them to enjoy healthy returns during prosperous economic periods, while mitigating downside risk during adverse markets. Dow Wealth Management's investment philosophy is well-defined, thoroughly grounded in established academic principles. An optimal investment program is custom designed to work within the broader context of each client's financial, retirement, and estate planning objectives. We work closely with clients to help address all facets of their specific circumstances. Execution and implementation is highly disciplined. Portfolios are built with direct investments in stocks and bonds, facilitating control of the quality of securities owned and the efficiency of the investment process. With a focus on the ownership of high quality securities, growth oriented companies, and sound implementation, we believe that clients maximize their potential for long-term investment success. Copyright © 2011 Dow Wealth Management LLC | Tel: (207) 200-2200 | Toll Free: (800) 734-7171 | info@dow.us Securities offered through Bolton Global Capital, Inc., Bolton, MA. Member FINRA, SIPC (978) 779-5361. Advisory services offered through Bolton Global Asset Management, a SEC registered investment advisor. State securities laws require that your investment professional be registered in the state in which you are a resident.
Year Founded
1937
Social Media
Linkedin
Industry
Financial Services
HQ Location
358 US Route One Falmouth, ME 04105, US
Keywords
Wealth ManagementInvestment Advisory ServicesRetirement PlanningInvestment Portfolio ManagementIRA & 401(k) Rollover
Discover More About Cleveland Clinic

Find verified contacts of Kristina Dumas 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.