Trish Calandra

Associate Director of Client Services, Apella Wealth

Role: Associate Director of Client Services at Apella Wealth
Location: Atlanta, GA, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

Experience

Associate Director of Client Services
Apella Wealth
May 2021 — Present

Education

Western Wisconsin Technical College
Associates, Marketing
Averett University
BS, Business Administration

Contact information

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Work email
•••••@apellawealth.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Apella Wealth

Financial Services · 156 employees · Founded 2014 · West Hartford, Connecticut, United States

At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.

apellawealth.com

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Experience

Associate Director of Client Services

Education

Western Wisconsin Technical College

Averett University

Find verified contacts for anyone on LinkedIn