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Lissa Mc Naughton
Senior Vice President & Wealth Advisor at Atlas Private Wealth Management,
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Work Experience
Senior Vice President & Wealth Advisor
Feb 2017 - Present · 7 years and 10 months
Wealth Advisor, Bst Wealth Management
Jul 2009 - Feb 2017 · 7 years and 7 months
Vice President/Partner
Feb 1986 - Nov 2008 · 22 years and 9 months
Company Details
At Atlas, our mission is to empower our clients to pursue their goals and passions by providing a trusted and objective voice. Atlas Private Wealth Management is a fee-only investment advisory firm that provides services for individuals, families, businesses and nonprofit organizations. Atlas is a SEC registered investment adviser. Atlas manages over $1 billion of assets for over 1450 clients throughout the United States. For other important disclosures please visit https://atlaspwm.com/social-media-disclosure-atlaspwm/
Year Founded
1996
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
3 Atrium Drive Suite 265 Albany, NY 12205, US
Keywords
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