3 Dimensional Wealth Advisory Employee Directory

3 Dimensional Wealth Advisory corporate office is located in 168 Forest Ave Unit 101, Locust Valley, New York, 11560, United States and has 1-10 employees.

3 dimensional wealth advisory llc

3dwealthadvisory

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Employees by Department

Departments

Number of employees

Finance

Operations

Human Resources

Key Employees of 3 Dimensional Wealth Advisory

DD
Demetri Doumas
Senior Director, Operations
PhoneEmail
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PhoneEmail
PhoneEmail
PhoneEmail
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3 Dimensional Wealth Advisory Global Presence

Location	People at location
North America	1-10

Index of contact profiles from 3 Dimensional Wealth Advisory

Hundreds of professionals searching for 3 Dimensional Wealth Advisory have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

PM
Priscilla More
Email Direct
Client Service Manager
United States , New York , Locust Valley

CN
Christopher Natale
Email Direct
Partner
United States , New York , Locust Valley

RD
Ross Didia
Email Direct
Financial Advisor & Manager, Client Services
United States , New York , Locust Valley

RH
Robert Halbreiner
Email Direct
Partner
United States , New York , Locust Valley

TP
Thomas Palumbo
Email Direct
Partner
United States , New York , Locust Valley

ML
Michelle Lynch
Email Direct
Manager, Human Resources & Operations
United States , New York , Locust Valley

JH
Jeffrey Higgs
Email Direct
Partner
United States , New York , Locust Valley

DD
Demetri Doumas
Email Direct
Senior Director, Operations
United States , New York , Locust Valley

JD
Joanne Dickinson
Email Direct
Chief Trust Officer
United States , New York , Locust Valley

Former Employees at 3 Dimensional Wealth Advisory

Explore people who held key positions, contributed to 3 Dimensional Wealth Advisory's success, and advanced their careers.

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Manager, Wealth Operat... at OneDigital

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Direct

Steven Howe

Director, Business Dev... at Vanderbilt Financial G...

Worked as Compliance Client Services Vice President, Ope...

at 3 Dimensional Wealth Advisory (2006-2018)

Direct

Douglas Vergith

President at Argonne Trust

Worked as Director, Business Development

at 3 Dimensional Wealth Advisory (2009-2018)

Direct

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Senior Client Associat... at JP Morgan

Worked as Manager, Client Services

at 3 Dimensional Wealth Advisory (2018-2022)

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Frequently Asked Questions Regarding 3 Dimensional Wealth Advisory Employees

How many employees does 3 Dimensional Wealth Advisory have?

3 Dimensional Wealth Advisory has 1-10 employees

Who are 3 Dimensional Wealth Advisory key employees?

Some of 3 Dimensional Wealth Advisory key employees are Demetri Doumas

Where is 3 Dimensional Wealth Advisory located?

3 Dimensional Wealth Advisory’s headquarters are located at 168 Forest Ave Unit 101, Locust Valley, New York, 11560, United States

How do I contact 3 Dimensional Wealth Advisory?

3 Dimensional Wealth Advisory Contact Info: Phone number: (516) 759-3900 Website: www.3dwealthadvisory.com

What does 3 Dimensional Wealth Advisory do?

3 Dimensional Wealth Advisory specializes in comprehensive wealth management services, including investment planning, financial planning, retirement planning, insurance, and employee benefits. With a legacy of over 160 years, the company emphasizes a holistic approach to wealth that encompasses personal, financial, and social dimensions. Their targ... Read More

Is 3 Dimensional Wealth Advisory a public company?

3 Dimensional Wealth Advisory is private company therefore does not currently have an official ticker symbol

See more information about 3 Dimensional Wealth Advisory Employees