StrategicPoint Investment Advisors LLC

Richard Anzelone is a financial advisor at StrategicPoint Investment Advisors LLC with 24 years of industry experience. He holds a Series 66 designation and has been with StrategicPoint and its related entities since 2003. In addition to his advisory role, he is a licensed insurance agent offering annuities, life insurance, and other insurance products. StrategicPoint Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a tactical asset-allocation process overseen by a Portfolio Management Committee and offers personalized model portfolios, sustainable/ESG options, and access to third-party platforms and sub-advisors.

Derek Amey is a financial advisor at StrategicPoint Investment Advisors LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at StrategicPoint and its predecessor firms since 2002. StrategicPoint Investment Advisors offers discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a proactive, tactical asset-allocation process managed by a Portfolio Management Committee and provides access to model portfolios, separately managed accounts, and sub-advisors.

Sean Giles is a Senior Financial Advisor at StrategicPoint Investment Advisors LLC with 20 years of industry experience. He has been with StrategicPoint since 2006, serving in advisory roles throughout the firm's evolution. Outside of his advisory work, Giles serves as a trustee for a private irrevocable trust and holds a license as an insurance agent, selling annuities and life insurance products. StrategicPoint Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm employs a proactive, tactical asset-allocation process managed by a Portfolio Management Committee and offers personalized portfolio models, including sustainable/ESG options, utilizing third-party platforms and selected sub-advisors.

Aaron Reynolds is a financial advisor with StrategicPoint Investment Advisors LLC in Providence, RI. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. Reynolds has been with StrategicPoint since 2011. StrategicPoint Investment Advisors offers discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm employs a tactical asset-allocation process overseen by a Portfolio Management Committee and provides a range of portfolio models, including sustainable/ESG options, utilizing third-party platforms and sub-advisors.

Kristina Mello is a financial advisor with StrategicPoint Investment Advisors LLC in Providence, RI, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at JPMorgan Chase, Merrill Lynch, and Bank of America. She is also a licensed insurance agent, selling annuities and life insurance products on a limited basis. StrategicPoint Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, as well as employer-sponsored retirement plans. The firm follows a tactical asset-allocation process managed by a Portfolio Management Committee and offers a range of portfolio models, including sustainable/ESG options.

Tara Budlong is a financial advisor with StrategicPoint Investment Advisors LLC in Providence, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with StrategicPoint since 2011. Outside of her advisory role, she works as a food delivery driver during nighttime hours. StrategicPoint Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, and employer-sponsored plans. The firm employs a proactive, tactical asset-allocation approach guided by a Portfolio Management Committee and offers a range of portfolio models and sustainable/ESG options.