Mia Wallack - Banker - Webster Bank

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Mia provides holistic wealth management services that address the full spectrum of her clients’ financial concerns, including investments, life insurance, family finances, retirement and estate planning.

Working closely with each client, Mia uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts her clients’ needs first. With the plan in place, Mia monitors its performance on an ongoing basis, and makes any adjustments as needed.

Mia has 19 years of experience in the investment services field, helping a wide range of clients pursue a secure financial future. In 2019 Mia was chosen as a Five Star Wealth Manager.* She attended the University of Denver where she received her Bachelor’s degree in Marketing.

Mia’s FINRA registrations held with LPL Financial:

SERIES 7, 63, 66, LIFE & HEALTH

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019 Five Star Wealth Managers.

Mia Wallack,

Vice President, Financial Consultant

Business: 860.829.4213 Personal: 917.597.4582

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