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WHZ Welcomes Kayla Densmore as Client Relationship Senior Associate

September 19, 2023 WHZ News

Densmore brings over 15 years of experience in customer service, team leadership and business management to her new role.

Leisl L. Cording Named to Hartford Business Journal’s “40 Under Forty” List

August 20, 2023 Balancing Act Years WHZ News By Advisor Leisl Cording Women

WHZ Senior Vice President, Financial Advisor Leisl L. Cording CFP® CDFA® has been recognized as an outstanding young professional in the Greater Hartford area.

Weiss, Hale & Zahansky’s Brandon Koehler Passes SIE Exam

June 25, 2023 WHZ News

The Securities Industry Essentials exam is a rigorous assessment of basic securities industry information. Passing the exam is a critical step for individuals pursuing a career in the securities industry.

Weiss, Hale & Zahansky’s Matthew Allen Passes Series 7 Exam

June 6, 2023 WHZ News

Allen's achievement further strengthens WHZ's commitment to delivering exceptional wealth management services and advancing client goals.

Weiss, Hale & Zahansky's Holly Wanegar Earns CERTIFIED FINANCIAL PLANNER™ Designation

May 9, 2023 WHZ News By Advisor Holly Wanegar

The designation demonstrates a thorough understanding of the complex financial planning process, including retirement planning, tax planning, estate planning, and risk management.

Weiss, Hale & Zahansky Welcomes Daria Zalewska as Senior Associate, Paraplanner

April 13, 2023 WHZ News High Net Worth Women

Weiss, Hale & Zahansky Welcomes Daria Zalewska as Senior Associate, Paraplanner.

WHZ's Leisl L. Cording Adds Certified Divorce Financial Analyst to Her Suite of Credentials

March 15, 2023 Balancing Act Years Next Chapter Years Financial Planning WHZ News By Advisor Leisl Cording High Net Worth Women Divorce

As a CDFA® professional, Cording has received specialized training to effectively help clients with divorce-related financial issues that will affect the rest of their lives.

WHZ's Leisl Cording, CFP® Featured in FORTUNE's "Five Star Wealth Managers Under 40"

March 1, 2023 Balancing Act Years Financial Planning WHZ News By Advisor Leisl Cording Women

For Cording, the distinction is especially impressive given the fact that only about 25 percent of wealth managers are women.

Weiss, Hale & Zahansky Strategic Wealth Advisors’ Quality-Focused Growth Continues: Second Office Opens in Tolland

February 13, 2023 WHZ News

The opening is the latest in a series of recent milestones, continuing the firm's impressive quality-focused growth in recent years into 2023.

Several Promotions Announced at Weiss, Hale & Zahansky Strategic Wealth Advisors As Firm Continues Quality- Focused Growth

January 31, 2023 WHZ News Link in Bio Women

Kate Pitts was promoted to associate vice president, client experience and relationships; Holly Wanegar was promoted to associate vice president, wealth advisor; and Hailey Costa was promoted to manager of client service.