Marilou Davido Receives CDFA® Certification

Please join us in congratulating WFA Asset Management Corporation is proud to announce that shareholder Marilou Davido has added the designation of Certified Divorce Financial Analyst (CDFA®) to her resume.  Already a CPA and Certified Financial PlannerTM, Marilou...

WFA 2021 Recap

As we approach the end of December, it’s customary to reflect and give thanks for many things in our lives, and for all that we’ve achieved in the past year, both personally and professionally. Below are some of WFA’s highlights. We started 2021 with an updated look,...

Congratulations Marilou Davido

Please join us in congratulating WFA Asset Management Corporation is proud to announce that Vice President Marilou Davido, CPA, CFP has been promoted to shareholder. Since her hiring in 2015, Marilou has continually demonstrated her commitment to our firm, our...