Gleason brings more than 21 years of experience and will be responsible for retirement sales in Minnesota, North Dakota, South Dakota, Nebraska and Iowa. He is a former financial adviser for Ameriprise Financial. Gleason holds a bachelor’s degree in engineering from West Point Academy as well as FINRA Series 7, 63 and 65 licenses.
Morris has more than 10 years of experience, including a position as a wealth management adviser for Merrill Lynch & Co., and most recently, vice president and senior wealth manager for First Financial Group. He will directly manage retirement sales in North Virginia, Maryland, Washington, D.C., and Delaware. Morris holds a bachelor’s degree in corporate communications and history from Elon University, as well as FINRA Series 7 and 66 licenses.
Wilhelm joins Guardian with more than 15 years of experience in financial services, including senior positions with Retirement Alliance Inc. and, most recently, ING Financial Services. Wilhelm’s responsibilities include overseeing retirement sales for Northern California. Wilhelm holds a bachelor’s degree in international studies from the University of California at Berkeley. She holds FINRA Series 6 and 63 licenses.
The three will focus on the micro- to small-401(k) plan market.