Integris Wealth Management is pleased to announce that Amy Weinberg has been promoted from Client Service Associate to Sr. Client Service Associate.
Amy has embodied Integris’ core values of Care for Clients, Do the Right Thing, and Collaborate admirably since joining Integris in 2018, and has roughly 20 years of experience in financial services.
As a Sr. Client Service Associate, Amy is responsible for collaborating with the firm’s advisors to support the operational needs of clients, and for providing training to Client Service Associates. Amy is also a notary public available to the firm’s clients.
To learn more about Amy, we invite you to view her biography by clicking here: Team Bios.
Please join us in congratulating Amy on her well-deserved promotion!