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Waukesha Investments Promotes Miracle Hexom

Miracle Hexom

Waukesha Investments, located at Waukesha State Bank, is proud to announce the promotion of Miracle Hexom to Executive Financial Advisor.

“Miracle’s dedication and expertise have been invaluable to our clients and our team,” stated Harry Mewes, Waukesha Investments Executive Financial Advisor & Manager. “Her promotion to Executive Financial Advisor reflects her outstanding contributions and our confidence in her ability to lead and inspire. We look forward to seeing her continue to elevate our financial advisory services to new heights.”

Hexom joined Waukesha State Bank in 2011 after graduating from the University of Wisconsin – Whitewater with a bachelor’s degree in finance and has worked for Waukesha Investments since 2012. She was promoted to Registered Services Representative in 2013, to Investment Representative in 2015 and to Financial Advisor in 2016. In her new role as Executive Financial Advisor, she will continue to provide financial planning services in addition to a variety of other advisory and non-advisory financial services, including retirement planning, portfolio reviews, retirement income planning, long-term care insurance, social security strategies, gifting and estate planning, rollovers and fee-based advisory options.

Hexom earned her Chartered Financial Consultant® (ChFC) designation in 2022 and her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2020. Furthermore, she is registered as a general securities representative (Series 7) and as a uniformed securities agent (Series 63) in addition to holding her insurance licenses. She is committed to meeting the ever-changing investment and financial needs of her customers with financial planning experience and the highest level of personalized service.

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August 2, 2024/by Katie Reiser
Tags: Bulletin Board, Member News
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https://www.wisbank.com/wp-content/uploads/2021/09/Triangle-Backgrounds_Lime-Green.jpg 972 1921 Katie Reiser https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Katie Reiser2024-08-02 07:33:522024-08-02 07:33:52Waukesha Investments Promotes Miracle Hexom
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