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Advisor Case Studies: Putting People First
November 22, 2022 | Schwab Advisor Services
Today, Stasia Washington is recognized as one of the “Most Influential Wealth Managers” by Los Angeles Business Journal. Her story began in retail banking, but her determined mindset and dream to be someone people trust with their financial futures drove her to make the leap to independence. When she joined an Registered Investment Advisory (RIA) firm in West Hollywood, she got the freedom to put her clients first, always. And with support from Schwab Advisor Services, her firm has built an extremely successful practice that spans the country.
“It goes back to relationships. I really missed working with clients. I’m in the business of solving problems, and I missed being a go-to person.”
Stasia Washington, Managing Director & Senior Vice President, First Foundation Advisors
To read more of Stasia’s advice on everything from choosing a custodian to building client relationships, download the case study below.
Schwab Advisor Services
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Westlake, TX 76262
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