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I am a managing partner at Synergy Financial Group and have been involved in the financial service industry for over 5 years. The business was started by my father, Jamie Wing, over 32 years ago. In recent years, I have worked closely with him to learn from his many years of experience, making the business second-generation. I am a proud Grove City College Alumni holding a B.S. degree in Finance. I am a dually registered representative, holding a Variable Contracts Series 6 registration, Series 65 registration, and life and health license.
I have a passion for creating long-lasting relationships and serving others in my community through assisting in financial planning, retirement plans, and life insurance. In my free time, I enjoy meeting new people in my community, baking, and spending time with my family and friends.
Gradient Securities is an independent broker-dealer and SEC registered investment advisor that offers an innovative approach to the sale of securities products and advisory services. Through our representatives, you have access to a full suite of products and services including equities, debt securities, mutual funds, variable annuities, variable life insurance, non-traded and publicly-traded real estate investment trusts (REITs), managed accounts, personal and business banking solutions, and 529 plans. Our clearing firm partner, RBC Correspondent Services, is one of the leading clearing firms for independent broker-dealers and one of North America’s leading diversified financial services companies.
Securities and investment advisory services offered through Gradient Securities, LLC. Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice. Insurance products and services are offered through Synergy Financial Group. Synergy Financial Group is not affiliated with Gradient Securities, LLC.
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