What’s better than being named the #1 Best Place to Work in the Washington, DC area by the Washington Business Journal? Getting to grow our team with amazing new talent who make this honor even more meaningful. At Glassman Wealth Services, growth means finding the right people who share our values, raise our standards, and enhance our culture.
We’re thrilled to introduce our newest team members—Associate Client Advisors Jenny Stewart, CFP® and Jhonny Merida Soto, CFP®, and Operations Associates Allen Jackson and Callista Polito, who exemplify everything that makes GWS an award-winning place to work and a trusted partner to our clients. They embody the values that help define our firm—service, teamwork, optimism, curiosity, and a drive to make a meaningful impact in our clients’ lives. We couldn’t be more excited about the energy and talent they’re bringing to the table.
Associate Client Advisors: Supporting Clients, Empowering Teams
Meet our new Associate Client Advisors:
What sets our Associate Client Advisors apart is their passion for thoughtful, hands-on work and their commitment to enriching clients’ lives every single day. They stand out not just because of their impressive credentials, but because of their passion for doing the work—the thoughtful, behind-the-scenes effort that creates real value for our clients.
Our new Associate Client Advisors are:
- Analytical and client-focused
- Eager to deepen their knowledge of financial planning and investment strategy
- Collaborative, communicative, and driven by a sense of purpose
They’re stepping into a role that’s essential to how we serve our clients—supporting senior advisors, developing financial plans, managing wealth strategy implementation, and becoming a trusted point of contact. And they’re doing all of it with curiosity, attention to detail, and a genuine love of learning.
Operations Associates: The Backbone of Exceptional Service
Meet our new Operations Associates:
Behind every seamless client experience is a team of operations professionals who are diligent, thoughtful, and incredibly skilled at making complex processes feel effortless, and we’re fortunate to be adding more excellence to ours.
Our new Operations Associates are:
- Relational and reliable, with excellent instincts for client service
- Obsessed with getting things right—down to the last detail
- Equally comfortable juggling multiple systems, managing sensitive information, and tackling projects with curiosity and confidence
From onboarding new clients, ensuring smooth custodial operations, and coordinating account transfers to supporting compliance, billing, and reporting, they keep things running behind the scenes with care and precision.
Why These Roles Matter So Much
Making an impact isn’t just something we do for clients—it’s something we strive to do for each other. Each hire we make at GWS is intentional. We look for people who bring integrity, curiosity, optimism, and a service-first mindset.
Our new team members do all of that and more. They reflect what it means to work here—to take ownership, to care deeply, and to find joy in doing great work with great people.
We’re proud to welcome Jenny, Jhonny, Allen, and Callista, and look forward to the impact they’ll have—not just on our clients, but on our culture.
