Wealth Management Managing Directors

Visit the ABA’s Web site for job listings and information on continuing education, its Wealth Management & Trust Conference, and the banking industry.
American Bankers Association (ABA)
1333 New Hampshire Avenue, NW
Washington, DC, 20036-1511
Tel: (800) 226-5377
https://www.aba.com

For information on certification, membership, and job listings, contact the AFCPE
Association for Financial Counseling and Planning Education (AFCPE)
79 S. State Street, Suite D3
Westerville, OH, 43081
Tel: (614) 368-1055
https://www.afcpe.org

For information on earnings, careers, and certification, visit the AFP's Web site.
Association for Financial Professionals (AFP)
12345 Parklawn Dr., Suite 200
Rockville, MD, 20852-1725
Tel: (301) 907-2862
Email: customerservice@afponline.org
https://www.afponline.org

The Association of International Wealth Management provides information on membership and certification.
Association of International Wealth Management (AIWM)
Feldstrasse 80
Bulach, Switzerland, 8180
Tel: +41 (0)44 872 35 50
Fax: +41 (0)44 872 35 32
Email: info@aiwm.org
https://www.aiwm.org

For information on certification and careers, contact the CFP Board.
Certified Financial Planner Board of Standards (CFP)
1425 K Street, NW, #800
Washington, DC, 20005-3673
Tel: (800) 487-1497
Tel 2: (202) 379-2200
Fax: (202) 379-2299
Email: mail@cfpboard.org
https://www.cfp.net

Visit the institute’s Web site for information on certification for financial analysts.
CFA Institute
915 East High Street , Suite 100
Charlottesville, VA, 22902-4868
Tel: (800) 247-8132
Email: info@cfainstitute.org
https://www.cfainstitute.org

Visit the CFA Society New York's Web site for information on membership for college students, a list of top employers of financial analysts, and scholarships for graduate students.
CFA Society New York
1540 Broadway, Suite 1010
New York, NY, 10036-4083
Tel: (212) 541-4530
https://cfany.org

This trade organization promotes the professional education of financial advisors and planners.
International Association of Registered Financial Consultants (IARFC)
146 North Breiel Blvd.
Middletown, OH, 45042-3806
Tel: (800) 532-9060
Email: info@iarfc.org
https://www.iarfc.org

For information on education and careers, visit SIFMA's Web site.
Securities Industry and Financial Markets Association (SIFMA)
140 Broadway, 35th Floor
New York, NY, 10005-1133
Tel: (212) 313-1200
Email: inquiry@sifma.org
https://www.sifma.org

The Women in Insurance and Financial Services provides education, mentorship, networking opportunities, and membership benefits.
Women in Insurance and Financial Services (WIFS)
1800 E. Ray Rd., Suite A106
Chandler, AZ, 85225-8720
Tel: (866) 264-9437
Email: office@wifsnational.org
https://www.wifsnational.org