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Zoe A. Wiest, CRPC®

Client Services Manager

Phone: (412) 528-1938
Fax: (412) 528-1938

​For 20 years, Zoe has built a successful career in the financial services industry, guided by a deep commitment to both her family and our clients. Whether cheering on her children at their games or helping clients and advisors, she brings dedication, expertise, and a personalized touch to every interaction.

Unwavering Focus on Client Service

Zoe acts as a main contact for our clients, spearheading all aspects of their financial journey. She excels in:

  • Managing All Client Service Requests: Money transfers, account openings, asset consolidation, and more.

  • Streamlining Account Transfers: Ensuring seamless transitions from multiple contra firms.

  • Death Settlements: Navigating the process with compassion and efficiency.

  • Financial Trading: Utilizing her experience to execute informed decisions.

Qualifications and Expertise

  • CRPC® Chartered Retirement Planning Counselor℠ designation conferred by College for Financial Planning

  • Series 7 held through LPL Financial and Series 66 held through LPL Financial and Stratos Wealth Partners

  • Life, Accident, & Health Insurance Licenses

  • Notary License

  • BS in Finance from Clarion University of Pennsylvania

Beyond the Numbers

Zoe believes in building genuine relationships with our clients, understanding their unique needs and aspirations. In her free time, she cherishes spending quality time with her family and friends, creating lasting memories away from the world of finance. This balance allows her to bring a refreshingly human perspective to her work, fostering trust and confidence with our clients.

Building Your Financial Future

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