Terri Fad

Senior Client Specialist at Pineno Levin & Ford Asset Management - Richmond, VA, US

Terri Fad's Colleagues at Pineno Levin & Ford Asset Management
Tamara Ertley

Director, Senior Relationship Associate

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William Mikus

Managing Director

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Tim Dick

Relationship Associate

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Mary Cosentino

Director, Wealth Advisor

Contact Mary Cosentino

Terri Borzelleca Fad

Manager

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Jeff Levin

Principal

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Frank Pineno

Principal

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Terri Fad's Contact Details
Email (Verified)
***@dakotawm.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
804288-3772
Location
Richmond,Virginia,United States
Company
Pineno Levin & Ford Asset Management
Terri Fad's Company Details
Pineno Levin & Ford Asset Management logo, Pineno Levin & Ford Asset Management contact details

Pineno Levin & Ford Asset Management

Richmond, VA, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals, families and institutions. Founded by industry veteran Peter Raimondi, Dakota sets a new standard for wealth management. Through an inspired culture, our mission is to uniquely craft highly personalized and tailor-made investment strategies at a time when the financial industry has resorted to passive investing and computer-generated allocation models. Our experience, independent research and rigorous analytical framework allow us to deliver a transformational wealth management service to our clients. Dakota is headquartered in Palm Beach Gardens with offices nationwide. For more information, visit www.dakotawm.com

Investment Counseling to High Net Worth Individuals and Institutions Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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Frequently Asked Questions about Terri Fad
Terri Fad currently works for Dakota Wealth Management.
Terri Fad's role at Dakota Wealth Management is Senior Client Specialist.
Terri Fad's email address is ***@dakotawm.com. To view Terri Fad's full email address, please signup to ConnectPlex.
Terri Fad works in the Investment Management industry.
Terri Fad's colleagues at Pineno Levin & Ford Asset Management are Tamara Ertley, William Mikus, Tim Dick, Mary Cosentino, Terri Borzelleca Fad, Jeff Levin, Frank Pineno and others.
Terri Fad's phone number is 804288-3772
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