Client Service Associate, Private Client Group
Prior to joining Clearstead, Angela served in a client service support role for financial services firms, including Valley Creek Advisors. She holds a Master’s Degree in management from Gwynedd Mercy University.
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We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.
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Suite 700 | Cleveland, Ohio 44114