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New Partner Announced At Crescent Point Private Wealth
Kristen Bellemare has been promoted to Partner at Crescent Point Private Wealth In Glastonbury, CT.
Kristen Bellemare of Southington earned her Series 7 and Series 66 licenses in Q4 of 2020 and has been named a Partner at Crescent Point Private Wealth in Glastonbury.
Kristen has 14 years of experience in the financial services industry – joining the other team members in 2007 at Merrill Lynch and subsequently moving with them to Morgan Stanley in 2008. In June of 2018, Kristen along with Crescent Point Private Wealth Partners Brad Kidney, Chris Rupp and Sean Scraba founded the independent financial services firm and affiliated with Raymond James Financial Services of St. Petersburg, Florida.
Kristen’s primary responsibilities include working as the team’s liaison and concierge to Crescent Point Private Wealth’s family of high-net-worth clients. Kristen manages and implements the teams individualized service model. Kristen earned a BA and MA from the University of New Haven. She has two college-aged daughters, Madison and Sydney. When she’s not working with her clients, she enjoys, fitness activities, hiking, golf, spending time with family and wine!
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Crescent Point Private Wealth is a Financial Planning and Investment Management practice comprised of affluent families and individuals, corporate executives and successful business owners who value the highly disciplined approach they bring to each relationship. In viewing their clients lives holistically, they are often involved in a very broad range of financial aspects of their clients lives. Their planning process includes goal setting, proprietary investment management and monitoring, retirement income planning, estate planning, liability management, college savings and banking services offered through Raymond James Bank. The firm also offer advice on a wide range of topics, referrals and networking opportunities with CPA’s, Attorney’s and many businesses.
Crescent Point Private Wealth is an independent Financial Planning and Investment Management Firm with offices at 115 Glastonbury Blvd., Glastonbury CT 06033. 860-430-8501