FOR IMMEDIATE RELEASE: March 31, 2021
Laura Dunn, Dunn Marketing
(860) 481-3796 / (401) 523-7191 / firstname.lastname@example.org
Kate Pitts Joins Weiss, Hale & Zahansky Strategic Wealth Advisors as Director, Client Experience and Relationships
POMFRET CENTER, CT (March 31, 2021) — Weiss, Hale & Zahansky Strategic Wealth Advisors (WHZ) has welcomed Kate Pitts to the team as director of client experience and relationships.
Pitts, who holds a BS in Marketing from Quinnipiac University School of Business, brings over a decade of experience in the financial industry to WHZ, having spent the last ten years in various roles at State Street Global Advisors in Boston. She has served as an Investment Strategist and most recently as Vice President, Head of Participant Engagement in their Retirement business.
In her new role at WHZ, Pitts will oversee fulfillment of the firm’s mission to deliver the best wealth management experience for every client, every time. This will include management of WHZ’s client experience standards, as well as existing client relationships and onboarding of new clients. She will also oversee production of virtual and live financial education and other events, and serve as the firm’s point of contact for community engagement.
“We’re thrilled to have Kate as part of our team. She grew up in northeast Connecticut and will be moving back here to help ensure that we deliver an exceptional experience for our clients and build meaningful relationships in the broader community,” said Managing Partner James Zahansky, AWMA®.
“Our Plan Well, Invest Well, Live Well™ strategic process is built on our underlying mission to help people and businesses realize their goals and dreams through thoughtful, educated and strategic investments. Fulfilling that promise requires strong personal relationships and meaningful, ongoing communication with our clients. Kate’s expertise as well as her personable nature make her a perfect fit to help us carry out that mission,” Zahansky said.
“It’s exciting to be part of a team that helps people achieve their financial goals through thoughtful planning and investing. I’m intrinsically motivated by helping people with their financial lives and I’m looking forward to being a part of that journey at WHZ,” Pitts shared.
For more information about Kate Pitts or Weiss, Hale and Zahansky Strategic Wealth Advisors, visit www.whzwealth.com.
Weiss, Hale, & Zahansky Strategic Wealth Advisors (WHZ) is an independent investment firm and partner of Commonwealth Financial Network®, the largest privately-owned independent Registered Investment Adviser /broker-dealer. Founded in 2006 by long-term business partners Jim Weiss and Laurence Hale, WHZ offers more than 50 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™. Managing partners Laurence Hale, AAMS®, CRPS® and James Zahansky, AWMA® , along with Leisl L. Cording, CFP offer portfolio management and financial guidance to not-for-profit institutions, individuals, families, and businesses. They practice at 697 Pomfret Street, Pomfret Center, CT 06259, 860.928.2341. For more information regarding wealth management and customized financial planning with Weiss, Hale, & Zahansky Strategic Wealth Advisors, please visit www.whzwealth.com.