Westlake, TX Office

Stacy Wasserman is a financial advisor at W&S Brokerage Services, Inc. with 18 years of industry experience. She holds the ChFC® designation and Series 63 license. Prior to her current role, she worked at AllState Insurance Company and State Farm Insurance. Wasserman serves as President of the local chapter of Women in Insurance & Financial Services, a national organization supporting female financial professionals. W&S Brokerage Services, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that offers a model-based, discretionary wrap-fee asset allocation program. The firm serves individual clients as well as retirement and benefit plan accounts, utilizing a combined quantitative and qualitative due-diligence process and offers proprietary affiliated funds through its Western & Southern Financial Group affiliates.

Murtaza Rizvi is a financial advisor with W&S Brokerage Services, Inc. and Western and Southern Life, holding Series 63 and Series 66 credentials with two years of industry experience. His prior work includes roles at TD Ameritrade and self-employment, as well as running Mochio Donut for four years. W&S Brokerage Services, Inc. is a dually registered SEC investment adviser and FINRA-member broker-dealer that offers a model-based, discretionary investment program serving individual clients, retirement plans, and institutional accounts. The firm integrates investment management with broker-dealer and insurance activities, sponsoring a wrap-fee asset allocation program featuring both affiliated and unaffiliated funds.

Benjamin Wallace is a financial advisor at W&S Brokerage Services, Inc. with 24 years of industry experience. He holds the Series 66 designation and has worked at W&S Brokerage Services and Western Southern Life since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Wallace also serves as a full-time sales agent at Western Southern Life. W&S Brokerage Services, Inc. is a dually registered SEC investment adviser and FINRA-member broker-dealer that offers a wrap-fee asset allocation program featuring 25 model portfolios invested in a mix of mutual funds, ETFs, and money market funds. The firm serves individual clients, retirement plans, and institutional accounts using a model-based, discretionary investment process supported by Fort Washington Investment Advisors as sub-adviser.