Walia Ayers

Walia Ayers*
Client Service Associate

(916) 924-7527
Email Walia

Walia works with John Zezini, John Lockwood, and Nathan Torinus assisting with client service, account administration, and portfolio reporting. In addition to her core responsibilities, Walia assists with client outreach, project management, and marketing activities.  Prior to joining GBB in 2016, Walia worked with AG Edwards/Wachovia and Cetera Advisor Networks, and brings twenty years of financial industry experience to GBB.  Walia completed coursework in business management at Worldwide Business School, and in merchandising at San Joaquin Delta College. 

 

*Not registered with Royal Alliance Associates or Genovese Buford & Brothers Asset Management.

 

GBB Advisors have clean regulatory records. Does yours? Click the BrokerCheck® link to find out.

*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.

Money 101


Earlier this year, GBB hosted another installment of Money 101, our attempt to improve financial literacy.  Kids and grandkids of our clients were invited to spend a few hours learning about stocks, the dangers of debt and credit, financial planning, and entrepreneurship.  The kids asked great questions and everyone enjoyed the day!

**Stay tuned for the series of 6 videos that will highlight the day's topics of Investments, Financial Planning, Credit, Evaluating a Job Offer, Paying for College, and Entrepreneurship.

Kelly Brothers, CFP®, MBA | Financial Advisor | Partner 7/12 Money 101- Introduction to the day!

 

See more here