Hanifa Nankinga, Mba Email & Phone Number

Hanifa is Client Services Manager for the Waymark team, handling client intake, scheduling, back office support services, systems management, and various financial report generation. She excels at client relationship management and advisor process facilitation. Her passion for helping clients reach their financial goals is driven by a desire to make a tangible impact on their lives beyond money. Prior to joining Waymark, Hanifa earned a BSBA in finance and management and an MBA in finance from the University of Massachusetts Lowell. She has extensive experience in the finance industry with positions ranging from Proposal Analyst at Raytheon Technologies to internships at Putnam Investments, Cox Capital Management and Washington Savings Bank.

Listed skills include Microsoft Office, Leadership, Microsoft Word, Public Speaking, and 14 others.

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  Client Services Manager

  Waymark Wealth Management

  Jun 2023 - Present - Marlborough, Ma

  Waymark Wealth Management, based in Marlborough, MA, provides financial services such as comprehensive wealth management, retirement planning, behavioral finance, investment portfolio construction, education funding, insurance and risk management, tax planning strategies, charitable giving, and estate planning strategies. They are able to take clients' complex visions and distill them down to simple action plans, helping them move from where they are today to where they want to be tomorrow.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. For additional information, please visit our website at https://www.waymarkwealth.com/.The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to their accuracy or completeness. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the "Contact Info" section above.