The Investments & Wealth Institute is a non-profit association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. The Institute is the premier source for wealth, investment, and retirement advising news, podcasts, CE events, certifications, andmore. The Institute’s professional designations and educational programs help advisors deliver on that value every day.

Consulting

Non Profit

Retirement

Investments & Wealth Institute

Sean Walters, CAE

Sandra Garcia

Robert Frankel

Raquel Wise

Lara Davies

Kristen Newcomer

Jessica McGhee

Imca Link

Mary Corbin

Stephanie Confer

Hannah Walden

Elissa Motley

Angie Lutterman

Jamie Lewis

Debbie Nochlin

The Sales and Operations Team at the Investments & Wealth Institute focuses on driving revenue and enhancing operational efficiency. This team manages key account relationships, oversees sales strategies, and supports candidates through their professional education journey, ensuring that members receive the resources necessary to excel in their advisory roles.

Sales and Operations Team

Marketing and Communications Team

Educational and Certification Program Team

Leadership Team

Sales and Operations Team

About

Team members

Other teams at Investments & Wealth Institute

Marketing and Communications Team

Educational and Certification Program Team

Leadership Team