Print this article

Md financial planner hires client services manager

FWR Staff

12 June 2008

E. Gamble joins Wealth Management Institute from Financial Resources Group. Gaithersburg, Md.-based investment advisory Wealth Management Institute has hired Eugene Gamble as its head of client services. Reporting to WMI's executive director Cameron Bell, Gamble is the firm's primary relationship manager and business-development officer.

Cross town

"Gene has over 15 years of proven success in developing investment strategies that generate positive results for his clients," says Bell. "We are confident clients will be in competent, committed and friendly hands with Gene."

Before joining WMI, Gamble spent nine years as an investment analyst with Gaithersburg-based Financial Resources Group, where he streamlined strategies for investment-management programs, implemented trades in managed accounts and contributed to the doubling of the firm's growth in assets under management to $20 million.

WMI provides financial-planning, asset-management and retirement-planning services to individual investors and contribution planning to businesses. It has about $12 million in assets under management, according to its latest ADV filing with the NAME SEC. -FWR

Purchase reproduction rights to this article.