For Immediate Release
Contact: Jessica Trzyna or Ray Weiss
443.621.7690 or jtrzyna@weissprassociates.com
WILLIAMSBURG, VA (12/20/10) – Michael C. Sun has joined Witt Mares Financial Vision, LLC as a Wealth Strategy Associate. Witt Mares Financial Vision is a Registered Investment Advisory firm headquartered in Williamsburg, Virginia.
Sun, who was previously an intern with Witt Mares Financial Vision, most recently served as a sales strategist for the Wealth Brokerage Services division of Wells Fargo Advisors.
“Having had the opportunity to work with Michael in the past, we saw how seriously he took his responsibilities, and how he always put the clients first,” said David Bush, CPA, CFP®, PFS, and Managing Director of Witt Mares Financial Vision. “When we recognized the need for a Wealth Strategy Associate, Michael was our first choice.”
With Wells Fargo Advisors, Sun was responsible for coordinating financial advisor productivity initiatives across field management, home-office, and enterprise-wide resources.
A graduate of Virginia Tech, Sun was a participant in the Wachovia Capital Management Group Associate Program, a leadership development program for early talent hires. He also has been active in a number of volunteer programs, including Hands on Charlotte and Habitat for Humanity.
After serving as an intern at Witt Mares Financial Vision, Sun was selected as a Witt Mares Ambassador in recognition of his internship experience.
About Witt Mares Financial Vision, LLC
Witt Mares Financial Vision, LLC, a wholly owned division of Witt Mares, PLC, is a Registered Investment Advisory firm providing affordable, fee-only investment advice and asset management using the world’s leading no-load passive asset-class funds. Witt Mares Financial Vision consists of talented and experienced Certified Public Accountants, Certified Financial Planners, and registered investment advisors who have strong business and investment experience. This team combines financial, tax and estate planning services with investment advisory services to provide clients with sound recommendations to help them achieve their financial goals and peace of mind.
About Witt Mares, PLC
With a long history dating back to 1979, Witt Mares, PLC is a regional accounting and business consulting firm headquartered in Newport News, VA. The firm also has offices in Fairfax, Richmond, Norfolk, and Williamsburg. Witt Mares provides its clients a broad range of business services in the areas of audit and accounting, tax planning and preparation, pension plan design/administration, merger and acquisition consulting and investment management.
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