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Lucia Rebelo
A And T Retirement Plan Specialist at Plimoth Investment Advisors
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Work Experience
A And T Retirement Plan Specialist
Feb 2015 - Present · 9 years and 10 months
A And T Branch Manager
Jan 2011 - Feb 2015 · 4 years and 1 months
bank of fall river
Banking Officer And Branch Manager
Aug 2001 - Oct 2010 · 9 years and 2 months
Company Details
It's really all about you... Few things are more important to an individual than their financial security. That's why Plimoth Investment Advisors has assembled a knowledgeable team of investment and fiduciary specialists with advanced certifications and degrees. These experts have investment experience from some of the world's largest financial institutions. While a sound investment discipline is an important component of managing a client's financial affairs, we are committed to building a strong relationship ensuring regular ongoing communication.
Year Founded
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Social Media
Linkedin
Industry
Investment Management, Administrative & Specialty Services
HQ Location
38 Resnik Road Suite 202 Plymouth,, MA 02360, US
Keywords
Investment ManagementTrust ServicesRetirement PlansEstate Administratio
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