Office News

Annette Wargo joins WNY Asset Management

WNY Asset Management, LLC has hired Annette Wargo as Controller. Annette joins the firms with an extensive accounting background, including 13 years in the investment services and financial planning industry. She earned her bachelor’s degree in accounting and her MBA...

Kimberlee Rooth joins WNY Asset Management

WNY Asset Management, LLC welcomes Kimberlee Rooth as a Relationship Manager. Kim brings fourteen years of experience in the financial services industry. domain server . She is Series 7, 63 and NYS Life Insurance licensed. She holds a bachelor’s degree in business...

Lisa Williams joins WNY Asset Management, LLC

WNY Asset Management, LLC welcomes Lisa Williams as a Relationship Manager. Lisa brings nine years of experience from the banking, financial planning and advisory services industries. adsense account ban . She holds Series 6, 7, 63 and 65 licenses as well as Life and...