SUMMIT, NJ - Jeanette Carey has been promoted to the newly-created position of Director of Client Services at Summit-based Point View Wealth Management, Inc.
“We’re pleased to recognize Jeanette for her superior service and leadership skills,” said David Dietze, President of Point View. “This allows us to sharpen our focus on Client Service and deliver an even better experience to those we serve.”
Carey is a 25-year veteran in the financial services and wealth management industry and joined Point View Wealth Management in 2013. A graduate of Montclair State University, Carey and her husband live in Succasunna.
“Clients are the best part of the business,” said Carey. “I’m thrilled to have this recognition of my contribution to Point View’s focus on them.”
For 25 years, Point View Wealth Management, Inc. has been working with families in Summit and beyond, providing customized portfolio management services and comprehensive financial planning, to develop and achieve their financial
Visit ptview.com, or call 908-598-1717 to learn more about Point View Wealth Management, Inc. and how the firm can help individuals and their family meet their financial objectives. To sign up for Point View commentaries and the firm's newsletter, or to schedule a complementary introductory meeting, contact firstname.lastname@example.org.