Submitted by Waddell & Reed
Cassandra Spitzer, MBA, financial advisors, has been named a Waddell & Reed Pacesetter in recognition of establishing a strong client base within her first year with the company. Serving individuals and families throughout the Bellingham area, Cassandra earns a distinction that carries significant meaning as the Pacesetter Award represents a commitment to exceptional customer service.
“Building high-quality relationships throughout the community is a very high priority for me, so being named a Waddell & Reed Pacesetter is an honor that means a great deal,” said Cassandra.
The objective of the Pacesetter Award is to aid new advisors in securing a solid client base within their first 36 months. The honor also comes with an invitation to attend the Waddell & Reed Circle of Champions meeting, recognizing the company’s top financial advisors.
Cassandra has been a professional in the financial services industry for three years, counseling clients in Bellingham area on their financial goals and helping them pursue financial success.
Founded in 1937, Waddell & Reed today has grown to more than 160 registered offices nationwide. The company offers a wide array of investment products and services, as well as a variety of insurance products through arrangements with outside insurance companies. For more information about Waddell & Reed and its financial planning services, contact Cassandra Spitzer at 360-714-3376.
