CHARLOTTE, N.C. – John G. Ullman & Associates, Inc. (JGUA) is pleased to announce the addition of Caroline Wienecke to the Relationship Development team as its representative in the firm’s new Charlotte Branch Office.
Wienecke officially started with JGUA on December 4th, bringing over five years of experience in relationship development, non-profit development, and fundraising. Most recently, she served as the Chief Executive Officer of Caroline Wienecke Consulting, and co-founded the LEAD Networking Group, a Charlotte-based professional networking organization.
“We’re thrilled to welcome Caroline on board,” remarked JGUA Director of Relationship Development, David Plante, CFP®. “She has demonstrated great initiative in cultivating relationships and networking to build connections. I believe her prior experience will serve her well in jumpstarting our efforts to bring the JGUA model to Charlotte and beyond.”
Wienecke joins the firm as a member of the new Charlotte Branch Office, alongside Senior Advisor Todd Brost, CFP® and Associate Advisor Jakob Brost, M.S. The JGUA Charlotte location opened its doors in October and commemorated the expansion with a grand opening celebration last month.
About John G. Ullman & Associates, Inc.
John G. Ullman & Associates, Inc., was founded in Corning, N.Y. in 1978. The firm is a Registered Investment Advisor (RIA) registered federally with the Securities & Exchange Commission*. As an independent, fee-based investment management firm JGUA provides comprehensive wealth management strategies and services to their clients. The firm manages over $1 billion in client assets, with a staff of more than 75 employees over four locations, including Horseheads, N.Y., Rhinebeck, N.Y., Charlotte, N.C. and Corning.
If you are interested in learning more about how JGUA could help you, visit our website HERE, or call 1 (800) 936-3785. You can follow us on, LinkedIn, Twitter, Facebook, Instagram, YouTube and The JGUA Blog.
*Registration does not imply a certain level of skill or training.
