The Orange County wealth management firm IWM Partners has expanded the firm with the hire of new administrative assistant Andrea Ramirez.
The continual growth of the financial services firm, which has year after year seen an increase in assets under management and a growing client base, prompted the new hire.
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Ramirez brings many years of administrative experience to her new role at as an Administrative Assistant at IWM Partners. The additional operations support will help enhance client service and ensure that administrative matters continue to be handled in an efficient and consistent manner.
IWM Partners LPL Financial Advisor Michael Hernandez, CFP, said: "We’re delighted to welcome Andrea to the IWM Partners team, and know that her additional support will be a valuable asset to all three of our advisors as well as our clients. As we continue to grow, our first priority is ensuring that the level of client service remains excellent, and we are confident that Andrea will be an important part of maintaining our current level of service and communication."
The team at wealth management firm IWM Partners now includes three financial advisors, an Operations Manager, a Marketing Associate, and an Administrative Assistant.
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