Weiss, Hale & Zahansky Strategic Wealth Advisors Team Grows to Help Support Clients’ Goals

     

Pomfret Center, CT (January 2019) — Weiss, Hale & Zahansky Strategic Wealth Advisors Team Grows to Help Support Clients’ Goals

 

The Weiss, Hale & Zahansky Strategic Wealth Advisors team recently welcomed two new members to their team, Kelly Graves and Beckie Lewis. Kelly (pictured left), from Woodstock, joins Weiss, Hale & Zahansky after 17 years as a paralegal, bringing a broad knowledge base in matters such as bankruptcy law and litigation in the U.S. Bankruptcy Court, civil litigation in the U.S. District Court, U.S. District Court of Appeals, and the Massachusetts State Courts, as well as insurance defense and loan modifications. She is a graduate of Becker College where she studied business administration. Kelly will be working in the firm’s Client Operations & Service department, helping to ensure timely and dedicated service on new accounts, transactions, and investment portfolio account management. 

 

Beckie (pictured right), from Pomfret, comes to the firm with more than 20 years of experience in client support, including positions with American Airlines, American Express Travel, and Electric Boat. She also holds a B.S. from the University of Massachusetts. As the Administration & Client Services Associate, Beckie will be managing daily office operations, working to ensure every client’s experience is at the highest level.

 

On these recent additions to the team, Principal & Managing Partner, Jim Zahansky, noted, “We are delighted to bring two very talented and committed individuals to our team to support our unique and strategic Plan Well, Invest Well, Live Well™ process. We know our clients will benefit from these additions as they work to help better support our clients’ strategic financial goals.” Laurence Hale, Principal & Managing Partner, added, “Kelly and Beckie are truly aligned with our core values of competence, trust, transparency, and accountability. Their hiring is a commitment to our promise to deliver an exceptional wealth management experience, and we’re looking forward to having them grow and develop with us for the benefit of our client experience.”

Visit www.whzwealth.com to learn more.

Note: Securities and advisory services for Weiss, Hale & Zahansky Strategic Wealth Advisors, 697 Pomfret Street, Pomfret Center, CT 06259 (860.928.2341) are offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.  About Weiss, Hale & Zahansky Strategic Wealth Advisors: Since 2006, Weiss, Hale & Zahansky has been providing individuals and not-for-profits with wealth management, retirement income planning and financial guidance to help them to: Plan Well, Invest Well, Live Well™. Together the advisors – Laurence Hale and Jim Zahansky – hold over 50 years combined industry experience and help clients to Plan Well, Invest Well, Live Well.™ They are located at 697 Pomfret Street, Pomfret Center, CT 06259. For more information, please visit www.whzwealth.comor call 860.928.2341.

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