Weller Group staff earn licenses and certifications

Over the past few months, several of our Weller Group team members have attained additional designations or certifications.

Adam Casper and Dillon Flaherty have achieved the prestigious Certified Financial Planner™ (CFP®) designation. This accomplishment highlights their dedication to professional excellence and commitment to delivering top-tier financial planning services to our clients. Their expertise and passion for financial planning continue to enrich our team and enhance the quality of service we provide.

Alexa Glanzel obtained her FINRA series 65 license and has moved into the role of a Registered Associate. Alexa is assisting advisors with creating, preparing, implementing and reviewing financial plans with clients. She is currently studying for her CFP® designation.

Joe Amoddio obtained his FINRA series 65 license and has moved into the role of a Financial Planning Associate. Joe is assisting advisors with processing trades and redemptions, analyzing clients' needs and researching suitable products aligned to those needs. He is working toward obtaining his Notary Public.

Please join us in congratulating these individuals on their hard work and accomplishments. We are committed to providing our clients with continued high quality service.