Weiss, Hale & Zahansky Strategic Wealth Advisors Welcomes Kevin Le as Client Relationship and Experience Associate

POMFRET CENTER and TOLLAND, CT (July 10, 2024) — Weiss, Hale & Zahansky Strategic Wealth Advisors (WHZ) has welcomed Kevin Le to the firm as a client relationship and experience associate. In that role, Le assists clients with operational and administrative needs in collaboration with WHZ's financial advisors and larger team to provide the best wealth management experience for clients at every touchpoint.

Le holds a Master of Arts in Economics from the Levy Economics Institute and a Bachelor of Arts in Economics from Bard College. Before joining WHZ, Le founded TEAR, a clothing brand that achieved significant success within a year and a half. In this role, he made key financial decisions, supervised business operations, and directed market expansion. Le has also held other retail and sales positions where he developed strong client service skills.

"As we continue to expand our firm, WHZ's commitment and dedication to providing an exceptional client experience for every client, every time at every touchpoint remains at the forefront of our mission. Kevin's diverse background in business development, project management, and customer service, combined with his strong educational foundation in economics, make him an excellent addition to our team. We're confident that Kevin's skills and enthusiasm will further enhance our ability to deliver the highest level of service and experience to our clients," said WHZ Principal, Managing Partner and Chief Goal Strategist James Zahansky, AWMA®.

Le grew up in Worcester, MA. At Bard College, he was an NCAA Captain of the Men's Basketball Team from 2020 to 2024 and a member of the team from 2019 to 2024. He also served on the Bard Student Athletic Advisory Committee and earned Liberty League All-Academic honors multiple times. In his free time, Le enjoys fitness, fashion, walking his two dogs Dior and Marley, traveling, and spending time with his girlfriend, friends, and family.

WHZ is an independent investment and fiduciary asset management firm serving individuals, families, business owners, executives, and not-for-profit institutions in 25 states from its offices in Pomfret and Tolland, CT. The firm’s mission is to provide each and every client with “Absolute Confidence. Unwavering Partnership. For Life” through hyper-personalized financial planning and wealth management services delivered within its own "Plan Well. Invest Well. Live Well.™" strategic financial planning process. WHZ is a partner of Commonwealth Financial Network®, a Registered Investment Advisor. To learn more, visit www.whzwealth.com.

About Weiss, Hale & Zahansky Strategic Wealth Advisors

Weiss, Hale, & Zahansky Strategic Wealth Advisors (WHZ) is an independent investment firm and partner of Commonwealth Financial Network®, a Registered Investment Adviser. Founded in 2006, WHZ offers more than 65 years of combined experience in the financial industry and offers wealth management services using a unique and strategic process that encourages clients to Plan Well, Invest Well, and Live Well™. The firm offers portfolio management and financial guidance to individuals, families, business owners and executives, and not-for-profit institutions in 25 states. They practice at 697 Pomfret Street, Pomfret Center, CT 06259 and 392-A Merrow Road, Tolland, CT 06084. They can be reached by phone at 860-928-2341. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. For more information regarding wealth management and customized financial planning with Weiss, Hale, & Zahansky Strategic Wealth Advisors, please visit www.whzwealth.com.