Premier Wealth Partners

Advisors

David W Headrick, Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

David W Headrick

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David W Headrick's website
Michael David Headrick, Financial Advisor serving the Pittsburgh, PA area - Ameriprise Advisors

Michael David Headrick

Financial Advisor

Visit Michael David Headrick's website

Team

Elizabeth Sloan

Elizabeth Sloan

Client Service Specialist

Personal Intro

Liz enjoys cooking, listening to audiobooks, camping, and spending time with her family and friends.

Qualifications

  • Bachelor of Arts in Journalism with a minor in Sociology from Indiana University of Pennsylvania
  • She has been in the industry for 3.5 years, 1 of those years with PWP.

Roles & Responsibilities

  • Responsible for onboarding new clients.
  • Creating and managing all client paperwork.
  • Answering all client calls and emails while providing exception client service
  • Transactions such as withdrawals and deposits, opening new accounts, internal account transfers, outside transfers and rollovers, meeting prep, distributing required minimum distributions.
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Gloria Stultz

Gloria Stultz

Client Service Specialist

Megan Ross

Megan Ross

Investment Specialist

Personal Intro

I like to listen to music and go for walks outside.

Qualifications

  • I’ve been in the industry for five years. I’ve passed the Series 7, and I’m working towards the Series 66

Roles & Responsibilities

  • I manage our SPS Advisor accounts
  • I handle incoming Rollovers and Transfers
  • I process money requests
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Cassidy Graham

Cassidy Graham

Marketing Manager

Personal Intro

Cassidy enjoys spending time and travelling with her husband, John and their beagle mix puppy, Chloe. On the weekends you can find Cassidy either trying a new local restaurant or entertaining family and friends.

Qualifications

  • Bachelor of Arts in Public Relations & Bachelor of Arts in Digital Design with a minor in Marketing, Waynesburg University.

Roles & Responsibilities

  • Work with advisors to develop, implement and manage tailored marketing strategies for their individual practices
  • Optimize client experiences for current clients and prospective clients of Premier Wealth Partners
  • Partner with advisors to manage client events and discover new business opportunities
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Ashley Corwin

Ashley Corwin

Office Manager,

Client Service Specialist

Personal Intro

In Ashley’s free time, she loves to be outside! She and her family have a camp in the mountains, and one at the lake. During weekends, she, and her family love to go side by side riding and boating. Ashley also loves to feed her excessive habit of online shopping.

Qualifications

  • Bachelor of Science in Human Resources -- Southern New Hampshire University
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