SBSB Wealth Management Firm Announces New Senior Director
Karen Wawrzaszek joins Sullivan Bruyette Speros & Blayney
MCLEAN, Va., Nov. 21, 2018 /PRNewswire/ -- Sullivan, Bruyette, Speros and Blayney, LLC (SBSB) is pleased to announce the hire of Karen Wawrzaszek as a new Senior Director, Financial Planning.
Greg Sullivan, President and CEO stated, "We are delighted to have Wawrzaszek join our team. Wawrzaszek brings over 20 years of experience in family office, non-profit and client advisory experience to SBSB. We look forward to her contributions to our financial planning strategies and our continuous efforts to better serve our clients."
Wawrzaszek will be providing financial planning oversight and training to SBSB client service teams as well as enhancing current planning strategies. Her background in complex family wealth advisory and sustainable investing strengthens SBSB's commitment to helping clients make smart financial decisions.
Wawrzaszek holds a Bachelor of Arts in Finance from Wichita State University and is a CERTIFIED FINANCIAL PLANNER™ professional.
SBSB was founded in 1991, and the firm has since grown to over 60 employees overseeing more than $3.7 billion in assets under management. The growth of SBSB is attributable to a team of advisors that believes in fee-only pricing, a comprehensive set of services (financial planning, portfolio management and tax) and a high-touch, personalized client service ethic. These principles demonstrate SBSB's leadership and commitment to the industry, their clients and to their employees.
About Sullivan, Bruyette, Speros & Blayney, LLC.:
Sullivan, Bruyette, Speros & Blayney, LLC (SBSB) is dedicated to providing customized wealth advisory services to affluent individuals and families, non-profits, and corporations throughout the United States. We provide comprehensive financial planning, portfolio management, tax, and fiduciary services to help our clients make smart financial decisions.
Sullivan, Bruyette, Speros & Blayney, LLC. is an SEC-registered investment advisor. Services not offered in all states and or locations. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with Flame Design) in the U.S.
SOURCE Sullivan, Bruyette, Speros & Blayney, LLC
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