Membership Related News

Member Profile: Emily Simone

Meet Emily Simone, an associate at Glenbrook Partners and new member of FWSF.

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Member Profile: Blake Rutledge

Meet Blake Rutledge, a Senior Consultant at Wells Fargo

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Member Profile: Melissa Maquilan Radic

Melissa Maquilan Radic, BlackRock, Institutional Client Relationship Manager- Insurance Channel. Favorite part of her job: Interacting with the CIO’s and investment teams at my client’s firms is my most favorite part of my job.

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Member Profile: Krystle Darby

Krystle Darby, Spott, Lucey & Wall, Inc. CPAs, CPA. Favorite part of her job: My favorite part of my job is that I am always learning something new.

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Member Profile: Crystal Valdez

Crystal Valdez, Morgan Stanley, Consulting Group Analyst. Favorite part of her job: I enjoy working on client portfolios and financial plans. The absolute favorite part of my job is building a tailored investment plan for each client. Every client is different and has different investment needs so no two days are ever alike.

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