Las Vegas-based The Wealth Consulting Group announced that it has recruited Erika Ferris as director of retirement plans and financial planning.
Ferris has two decades of financial services experience specializing in retirement planning and portfolio management. Prior to this new role, she was a relationship manager at Allied Investment Advisors and before that served as a relationship manager at Empower, a portfolio manager at Stockman Wealth Management, and as retirement plan consultant at D.A. Davidson. In her new role at WCG, Ferris will work with the firm’s advisors to acquire and retain 401(k) business, support WCG’s advisor resource center, and work directly with end clients.
WCG serves high-net-worth individuals, families, and businesses, managing $5.2B in client assets and employing 153 registered IARs as of its December 17 Form ADV filing. The firm is a member of the LPL Financial’s broker-dealer network.
Written By: Dakota
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