Client Relationship Liaison
Magda began her career in the financial services industry in 2011. She joined ClearGuidance Financial in May 2014 as a part-time administrative assistant as she completed her finance degree from the University of Connecticut School of Business. Magda distinguished herself and was quickly promoted to client relationship liaison. She currently works directly with clients addressing their servicing needs.
Magda has determined that her career path is to become a financial advisor. She is obtaining all the necessary security registrations and licenses, training, and designations to become a financial advisor helping clients and families with their financial situations.
Magda has unique life experiences, relocating from Poland to the United States in 2001. She quickly became fluent in English and is bilingual. Magda’s father is a small-business owner and her mother works in the health care industry. She comes from a growing family with three siblings and two wonderful nephews: Archer and Caden.
Magda enjoys abstract painting, photography, gardening, road trips, and spending time with her family and friends. Magda is also a notary public and is happy to help clients with any documents requiring notarizing.
Magda holds FINRA Series 6 and 7 securities registration through Commonwealth Financial Network®.