Login to view your Fidelity account(s) and access your electronic documents and statements.
Login to view your Charles Schwab account(s) and access your electronic documents and statements.
Angela T. Ejsmont
Client Service Administrator
Owner
While Angela’s early career began in pharmaceuticals as a teenager, financial services soon called to her when she realized it was as much about client care as it was about the numbers. In particular, Angela enjoys being someone people count on to “get things done,” whatever the need. Fortunately, that’s just what we and our clients were looking for too.
“When I was interviewing with Grand Wealth, we talked about the opportunities I would have to explore various roles, and discover where I would best fit in. Even after my first week, I found ways to add real value. I love being part of something so upbeat and positive.”
As one of our client service administrators, Angela helps input client information into our system and ensures smooth processes for new and existing clients. She also serves as a liaison to custodian service team partners, supports our advisory team, responds to client requests, and helps us run an organized office.
Prior to joining us at Grand Wealth, Angela was a client associate at Wells Fargo Advisors. She also has business, operations, account management and billing experience from her multi-year pharmaceutical career, and holds an Associate of Arts degree with a concentration in Human Services, Education and Social Sciences from Grand Rapids Community College.
In her free time, Angela is a devoted mom to her athletic son, cheering him on in his many sports interests, and occasionally playing hoops with him herself. Born and raised in Grand Rapids, she enjoys reading, traveling, especially to visit the youngest of her two brothers in California, and spending summers at Lincoln Lake. And, by the way, in case you were wondering, her last name is pronounced “Ace-mont” (with a silent “j”).
News & Insights
Professional Certifications
