by Marilou Davido | Apr 10, 2024 | Announcements
WFA Staff watched the 91% solar eclipse from our building while VP Marilou Davido and her family traveled to Indy for the total eclipse. What a day for all of us to remember! To see Marilou’s amateur video of the moment of totality over Indianapolis Motor Speedway,...
by Marilou Davido | Mar 18, 2024 | Announcements
Please join us in welcoming Russell Enea to the WFA Asset Management team. Russ joined WFA in February 2024 as an Adviser Associate. After graduating from the University of Minnesota in 2022 with a degree in Economics, he worked for a large private wealth management...
by Marilou Davido | Jan 18, 2024 | Announcements
WFA Asset Management Corporation is excited to announce that Adviser Associate, Ryan Komas, has received his Series 65 Securities License and can serve clients as an Investment Adviser Representative. The new license expands Ryan’s skillset beyond financial planning...
by Marilou Davido | Jan 4, 2024 | Announcements
As we approach the start of a new year, it’s customary to reflect on the past twelve months and give thanks for many things in our lives, and for all that we’ve achieved, both personally and professionally. Below are some of WFA’s highlights. WFA continues to expand...
by Marilou Davido | Dec 20, 2023 | Announcements
WFA Asset Management Corporation is excited to announce that Senior Tax Adviser, Jake Janicek, has received his Series 65 Securities License and can service clients as an Investment Adviser Representative. As an IAR, Jake’s current role as the lead of our tax...
by Marilou Davido | Dec 5, 2023 | Announcements
This holiday season, WFA staff members hit the aisles and filled their carts in hopes of spreading the magic of Christmas a little bit further this year. We are thankful to those who donated to the U.S. Marine Corps Reserve Toys for Tots Program and look forward to...
