Staff Grows as W3 Wealth Management Gives Back

WARREN – The past year was one of growth for staff at W3 Wealth Management. Adviser Ryan Glinn gained his Certified Financial Planner designation, operations director Megan Roberts earned her master’s degree in organization leadership and Jean Daley received her Series 7 license on the path to earning her CFP certification. 

Added to the staff in 2019 were financial paraplanner Shelby Mulverhill and review coordinator and client  service associate Crystal Flynn.

In the coming year, W3 will be looking for expansion opportunities across northeastern Ohio, through both organic means and acquisitions, Roberts says.

For its annual W3 Cares Day, staff members volunteered with the Trumbull County Land Bank to clean up a park on Buena Vista Avenue; the Second Harvest Food Bank, packaging food for distribution; and the Mahoning County Dog Pound cleaning its property. 

“Throughout the year we also collected books to be donated to the local library, hygiene products for the Salvation Army, school supplies for the Howland Paw Pantry and socks for the Warren Family Mission,” Roberts adds.

Copyright 2022 The Business Journal, Youngstown, Ohio.