
WHZ Welcomes Kayla Densmore as Client Relationship Senior Associate
Densmore brings over 15 years of experience in customer service, team leadership and business management to her new role.
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Densmore brings over 15 years of experience in customer service, team leadership and business management to her new role.
WHZ Senior Vice President, Financial Advisor Leisl L. Cording CFP® CDFA® has been recognized as an outstanding young professional in the Greater Hartford area.
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.
Allen's achievement further strengthens WHZ's commitment to delivering exceptional wealth management services and advancing client goals.
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.
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.
For Cording, the distinction is especially impressive given the fact that only about 25 percent of wealth managers are women.
The opening is the latest in a series of recent milestones, continuing the firm's impressive quality-focused growth in recent years into 2023.
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.