Hillary Bender Fpqp

Senior Relationship Manager at CW Advisors

Hillary Bender is a seasoned professional with extensive experience in operations within the financial services industry. Currently serving as a Senior Operations Specialist at Congress Wealth Management, LLC since May 2021, Hillary previously held similar positions at Pinnacle Advisory Group, where responsibilities included client relationship management and administrative support from February 2015 to May 2021. Hillary's career began in the advertising sector as an Advertising Assistant for Merchandiser Newspaper between October 2006 and February 2010. Hillary holds a Bachelor of Arts degree in English Language and Literature from the University of Maryland, obtained between 2002 and 2004.

Location

Columbia, United States

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CW Advisors

CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our client’s needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.


Employees

51-200

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