WFA


Associated tags: RIA, Finance, Registered, Investment advisory, Professional Services, Financial adviser, MBA, Registered investment adviser, Asset Management, Common ground (communication technique), Holiday, RSVP, Life, Coffee, Food, Admission, LA, PETS, Interior design, Amusement park

Chase R. Crump, CFP®, Named an NFLPA Registered Player Financial Advisor

Retrieved on: 
Tuesday, April 23, 2024

WFA - Plan | Invest |Inspire (“WFA”), is pleased to share that partner and financial guide Chase R. Crump, CFP® , has been named a Registered Player Financial Advisor by the National Football League Players Association (“NFLPA”).

Key Points: 
  • WFA - Plan | Invest |Inspire (“WFA”), is pleased to share that partner and financial guide Chase R. Crump, CFP® , has been named a Registered Player Financial Advisor by the National Football League Players Association (“NFLPA”).
  • Crump joins a select group of registered financial advisors vetted by the NFLPA to offer professional financial guidance to its members.
  • As a registered NFLPA advisor in the state of Louisiana, venturing into this new market will increase WFA's visibility through one of the world's largest brands.
  • “It’s a milestone moment in my career to be named as a Registered Player Financial Advisor by the NFLPA,” offered Crump.

Shreveport-Based WFA Partners with Dallas-Fort Worth Advisory Practice

Retrieved on: 
Thursday, July 7, 2022

He will be joining a very experienced team led by WFA Partners and Wealth Advisors Steve Carney, ChFC, Dany Martin, MBA, and Chase Crump, CFP, who will integrate Chancellor into its growing practice.

Key Points: 
  • He will be joining a very experienced team led by WFA Partners and Wealth Advisors Steve Carney, ChFC, Dany Martin, MBA, and Chase Crump, CFP, who will integrate Chancellor into its growing practice.
  • Steve Carney, ChFC, Partner and Wealth Advisor at WFA, said: "We are honored to welcome Tom, a trusted friend and colleague, to the WFA team.
  • WFA is affiliated with RFG Advisory, a hybrid registered investment advisor (RIA) based in Birmingham, Alabama.
  • Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor.

WFA to Host “Sip, Shop, and Santa” in Shreveport on December 10, 2021

Retrieved on: 
Thursday, December 2, 2021

The purpose of Sip, Shop, and Santa is to celebrate the holiday season by giving back to children in need.

Key Points: 
  • The purpose of Sip, Shop, and Santa is to celebrate the holiday season by giving back to children in need.
  • Sip, Shop, and Santa is an event open to all ages, as well as pets on a leash.
  • Sip, Shop, and Santa will have a photo opportunity with Santa starting at 4:00 PM on the front porch.
  • At WFA, we are advocates for happiness and prosperity, said Chase Crump, CFP, Partner and Wealth Advisor at WFA.

WFA’s Dany Martin Selected to 2021 Class of InvestmentNews 40 Under 40

Retrieved on: 
Monday, June 7, 2021

WFA (formerly Williams Financial Advisors), a service-oriented, innovative wealth management organization, is proud to announce that Partner & Wealth Advisor Dany Martin, MBA, was selected as a member of the 2021 class of InvestmentNews 40 Under 40.

Key Points: 
  • WFA (formerly Williams Financial Advisors), a service-oriented, innovative wealth management organization, is proud to announce that Partner & Wealth Advisor Dany Martin, MBA, was selected as a member of the 2021 class of InvestmentNews 40 Under 40.
  • View the full release here: https://www.businesswire.com/news/home/20210607005140/en/
    Now in its eighth year, InvestmentNews 40 Under 40 program recognizes and celebrates up-and-comers in the financial advice industry.
  • This years slate of 40 dynamic honorees under age 40 were selected from a pool of about 600 nominees by a panel of reporters, editors, and other representatives of InvestmentNews.
  • I am truly humbled to be included in this years class of 40 Under 40 by InvestmentNews, said Dany Martin, MBA.

WFA Adds New Office to Expand Social Footprint in Shreveport

Retrieved on: 
Thursday, March 18, 2021

WFA (formerly Williams Financial Advisors), a service-oriented, innovative wealth management organization, today announces its plans to expand its social footprint in Greater Shreveport with the addition of a new office.

Key Points: 
  • WFA (formerly Williams Financial Advisors), a service-oriented, innovative wealth management organization, today announces its plans to expand its social footprint in Greater Shreveport with the addition of a new office.
  • The new office is in addition to WFAs main headquarters located at One Bellemeade Centre.
  • WFA partners and StrongHer Money ambassadors Dany Martin, MBA, Chase Crump, CFP, and Steve Carney, CHFC led the redevelopment project.
  • As the third largest city of the state, Shreveport is home to local entrepreneurs and small businesses, many of them minority owned.