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Work Experience
Account Manager
Jun 2019 - Present · 5 years and 7 months
LPL DBA HUB Retirement and Wealth Management.
Administrative Assistant
Jun 2019 - Present · 5 years and 7 months
Operations Processing Analyst
May 2018 - Nov 2018 · 6 months
Company Details
Since 1983, Washington Financial Group (WFG) has been a nationally recognized and award-winning leader in providing innovative retirement planning services to organizations and their employees, and wealth management services to professionals. As an independent financial services firm, WFG is vendor and investment neutral, helping to ensure transparency in making investment recommendations and decisions. WFG provides education, resources, tools and objective research to help our clients pursue their financial objectives, coupled with exceptional client service. WFG offers advisory services through Global Retirement Partners (GRP), enabling us to serve as ERISA investment fiduciary advisors to help ensure retirement readiness for our client employees while enhancing the overall effectiveness of retirement plans. WFG was honored to be named the 2017 PLANSPONSOR Retirement Plan Adviser of the Year in the Small Team category demonstrating leadership and commitment to excellence for our retirement plan sponsor clients and their employees. Recipients were nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients. Securities offered through LPL Financial, Member FINRA(FINRA.org)/SIPC(SIPC.org). Investment advice offered through Global Retirement Partners, LLC (GRP) a registered investment advisor. GRP, LPL Financial and Washington Financial Group are separate non-affiliated entities. For a list of states in which WFG is registered to conduct securities business, visit our website at www.washfinancial.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Year Founded
1983
Social Media
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Industry
Financial Services
HQ Location
8300 Greensboro Dr Suite 700 McLean, Virginia 22102, US
Keywords
Wealth ManagementFinancial PlanningEstate PlanningQualified Retirement PlansExecutive BenefitsInsurance Planning & AnalysisEducation PlanningPlanning for Business OwnersInvestment PlanningRetirement Planning
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