TW
Tricia Welsh
Certified Financial Planner at Fox Hill Wealth Management
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Work Experience
Certified Financial Planner
Nov 2022 - Present · 2 years and 1 months
BeckBode Wealth Management
Certified Financial Planner
May 2014 - Nov 2022 · 8 years and 6 months
Certified Financial Planner
Aug 2004 - May 2014 · 9 years and 9 months
Company Details
We are a financial advisory firm implementing a modern approach to planning and investing to help you build long-term financial wealth.
Year Founded
2022
Social Media
Linkedin
Industry
Financial Services, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
HQ Location
80 Bridge St Dedham, MA 02026, US
Keywords
wealth managementtraining and marketingplanning and investingpersonalized managementstrategy buildingplan managementarchiving technologyscale financial planningportfolio cateredinvestment strategy building
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