#1 Startup Dataset
Growth rates, revenue data, direct competitors and contact details.
Carol Lavelle Email
Personal Assistant . Wellington Shields
New York, NY
Locationc************@wellingtonshields.com
Primary EmailHow to contact Carol Lavelle
Join and see Carol's contact info for free!Current Roles
Employees:
70Revenue:
$14.3MAbout
Wellington Shields is an independent wealth management firm with roots dating back to 1925. We are dedicated to delivering high-quality, objective investment advice to high net worth individuals and families, institutions, Trusts and estates, foundations and endowments. Wellington Shields’ elite group of professionals are from a variety of backgrounds and share one key characteristic: the clear ability to help people manage their wealth while providing world-class service. Its mission and tradition is: To provide a relationship-oriented brokerage firm that is client-centric and not transaction-driven. To act as a fiduciary in representing our clients and as an agency advocate eliminating conflicts of interest. To deliver cost-effective qualitative investment solutions that seek to increase wealth, preserve capital and reduce taxes. Contact a Wellington Shields & Co. LLC advisor to see how we can help you.Wellington Shields Address
140 BroadwayNew York, NY
United States