Jamie Malone

Principal & Financial Strategist at Agili - Richmond, VA, US

Jamie Malone's Colleagues at Agili
Nagendra Rao

Assistant Manager

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Sheetal Kate

Executive HR - Operations

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Stacey Standlick

Office Manager / Assistant To The President

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Nigel Williams

Portfolio/ Investments Administrator

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Adrienne Martin

Marketing and Process Analyst

Contact Adrienne Martin

Robinson Alves

Consultor Tecnico

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Van Nguyen

Client Services Manager

Contact Van Nguyen

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Jamie Malone's Contact Details
Email (Verified)
***@agilipersonalcfo.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
804-358-2702
Location
Richmond, Virginia, United States
Company
Agili
Jamie Malone's Company Details
Agili logo, Agili contact details

Agili

Richmond, VA, US • 20 - 49 Employees
Financial Services

At Agili, we believe that success isn't only measured in dollars, it's measured in meaningful moments. We are dedicated to eliminating stress and worry in your life so that you can enjoy those moments. We focus on the big picture and handle the details, so you can live more fully every day. We harness our intellectual curiosity and experience to find the best possible solution for you. We do so with respect, compassion and appreciation.For over 25 years, our firm has been grounded by our commitment to always work in our clients' best interest. As a Registered Investment Advisor (RIA), we are required by law to be a fiduciary, but truthfully, our guiding philosophy has always been to put clients first. From our founding we have been members of the National Association of Personal Financial Advisors (NAPFA). We were pioneers of the fee-only model, not taking commissions on investments, which enables us to avoid conflicts of interest with our clients. We live and breathe this ethic.

Investment Management Financial Planning Private Equity Alternative Investments Family Office Estate Planning Tax Strategy Education Planning Insurance Strategy Financial Independence Planning Retirement Planning Financial Services Financial Advisory Services
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Frequently Asked Questions about Jamie Malone
Jamie Malone currently works for Agili.
Jamie Malone's role at Agili is Principal & Financial Strategist.
Jamie Malone's email address is ***@agilipersonalcfo.com. To view Jamie Malone's full email address, please signup to ConnectPlex.
Jamie Malone works in the Financial Services industry.
Jamie Malone's colleagues at Agili are Nagendra Rao, Sheetal Kate, Stacey Standlick, Nigel Williams, Adrienne Martin, Robinson Alves, Van Nguyen and others.
Jamie Malone's phone number is 804-358-2702
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