(Atlanta, GA.) – Pensionmark, A World Company, a leading financial advisory firm and the financial services division of World Insurance Associates LLC, announced today that Leah Manderson has joined the Pensionmark Atlanta team as Vice President of Wealth Management . She will report to Shelly (Howard) Horwitz, Managing Director at Pensionmark.
“Leah brings a depth of financial services knowledge to Pensionmark, and a proven track record of helping her clients meet their financial needs,” said Ms. Horwitz. “I look forward to building a boutique service model for our wealth practice as a compliment to the expertise and high-touch service we are known for with our corporate retirement plan clients.”
In her new role, Ms. Manderson will work closely with individual clients to help them achieve their financial goals, including retirement planning, paying for college and business succession planning.
Ms. Manderson comes to Pensionmark from Voya Financial, where she served as Financial Planning Consultant. In this capacity, she focused on meeting the needs of clients and helping them achieve financial security and greater retirement readiness.
Prior to this, she was a Financial Consultant Partner at Charles Schwab.
“I’m excited to join a company with a reputation for being so dynamic and pioneering,” said Ms. Manderson. “I am eager to leverage the breadth and scale that Pensionmark offers to create and deepen its relationships with new and existing clients.”
Leah Manderson is a CFP® professional and has a Bachelor of Science degree from the University of Georgia, where she majored in International and Global Studies.
More information on Leah Manderson can be found here.
About Pensionmark, A World Company
The Pensionmark network represents hundreds of advisors and staff across the U.S. with thousands of retirement plan and wealth management clients. The Pensionmark network of retirement specialists includes defined contribution, defined benefit, terminal funding, not-for-profit, wealth management, and executive/deferred compensation specialists. For more information, please visit www.pensionmark.com.