by Marilou Davido | Apr 18, 2022 | Announcements
WFA Asset Management Corporation is proud to announce that Tax Advisor Jake Janicek has received his Enrolled Agent (EA) designation from the IRS. This accomplishment expands Jake’s standing in the eyes of the IRS, allowing him to communicate directly with the IRS...
by Marilou Davido | Feb 17, 2022 | Announcements
We are incredibly excited to share that our WFA office renovation is complete! We’ve spent the last few weeks transforming the office at our Whitefish Bay location. Take a peak at the photos to see some of the before and after shots of our new and improved work...
by Marilou Davido | Jan 14, 2022 | Announcements
Please join us in congratulating WFA Asset Management Corporation is proud to announce that shareholder Marilou Davido has added the designation of Certified Divorce Financial Analyst (CDFA®) to her resume. Already a CPA and Certified Financial PlannerTM, Marilou...
by Marilou Davido | Jan 1, 2022 | Announcements
As we approach the end of December, it’s customary to reflect and give thanks for many things in our lives, and for all that we’ve achieved in the past year, both personally and professionally. Below are some of WFA’s highlights. We started 2021 with an updated look,...
by Marilou Davido | Apr 1, 2021 | Announcements
Please join us in congratulating WFA Asset Management Corporation is proud to announce that Vice President Marilou Davido, CPA, CFP has been promoted to shareholder. Since her hiring in 2015, Marilou has continually demonstrated her commitment to our firm, our...
