Director of Client Services
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- Client Services & Onboarding
- Executive Management
Ann Wagaman has been a Director of Client Services with Cassaday & Company, Inc. since 1996. Ann works with the financial planners to establish an atmosphere of trust with their prospective clients, and answers any questions about the transfer and management of their assets at Cassaday & Company, Inc. She regularly communicates with clients about their account transactions, answers client inquiries, and maintains the flow of information between the financial planners and their clients.
Ann has over 28 years of experience in the industry and is a Registered Representative with Royal Alliance Associates, Inc., one of the largest independent broker-dealers in the United States. She currently has her Series 7 and 63 securities registrations. She is not registered with Cassaday & Company, Inc.
Ann started her career by matching bond trades for Soloman Brothers in London, and began trading foreign currency for the Philadelphia Stock Exchange after returning to the States. In 1988, Ann moved into the retail side of the business when she met her husband and moved down to the Virginia area. Ann currently resides in Vienna, Virginia with her husband.
*Awards and Recognition disclosures can be found at http://www.cassaday.com/disclosures
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ which it awards to individuals who successfully complete initial and ongoing certification requirements.