Not sure where to start? Read more about Twelve Points’ Suite of Services.
Relationship Manager
Hillary joined the Twelve Points Wealth Management team in June of 2024 as a Relationship Manager. With five years in the banking/finance industry and over a decade in client service, Hillary brings care and attention to everyone she works with. She works with clients’ daily needs and supports the internal team with projects and initiatives.
A life-long learner, Hillary is currently working on her CTFA (Certified Trust and Financial Advisor) certification in pursuit of deeper knowledge and expertise.
Within the office, you’ll find Hillary listening to various genres of music while working, organizing team gatherings such as kayaking adventures on the Sudbury River, and asking her team plenty of questions! When not working, Hillary will find any excuse to be outside in nature.”
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services.
Damon Mill Square
9 Pond Lane Suite 3A
Concord, Massachusetts
01742 United States
Phone: | 978-318-9500 |
Fax: | 978-318-9505 |
Email: | info@twelvepoints.com |