Portfolio Solutions® appoints Dawn Clingan as Client Relationship Manager

Portfolio Solutions® |

Portfolio Solutions® is pleased to announce the appointment of Dawn Clingan as Client Relationship Manager.

Clingan has over 17 years of financial services experience and has been the recipient of numerous awards for her work and her leadership.

Prior to joining the Portfolio Solutions® team, she was a Registered Senior Wealth Management Client Associate for a major Wall Street investment firm specializing in supporting a team of multiple Financial Advisors, spearheading the adaptation of new technology, and developing strong relationships with clients.

Clingan is thrilled to join a dynamic, expanding, nationally distributed remote team.

“I admire Portfolio Solutions® for being one of the first financial firms to pool talent from various geographic areas, to form a team of elite financial professionals who work closely together to serve our clients,” she said. “We are not limited to those who live near the office to create our team. I am so thankful and thrilled to be part of this unique team of hand-picked, top-tier talent that Jim Gladney has created!”

“We are so grateful to have Dawn as the newest member of our team,” said James S. Gladney, Chairman & CEO of Portfolio Solutions®. “Our team is stronger, better, and more sophisticated than ever, and we look forward to continuing to add the best talent nationally to provide our clients with unparalleled service and investment advice.”

Portfolio Solutions® has extensive experience operating in a virtual office environment with our clients, who currently reside in more than 40 states. We have teammates in eight states, working from our offices or remotely. We believe this trend is here to stay and seek to continue adding the best talent available regardless of physical location.

Clingan believes in the benefits of remote work. “My workday is more productive when working remotely, and I’ve finally achieved a work-life balance as a working mother and military spouse. My husband recently retired from 20 years of service in the Marines. We just relocated again, and I have finally found a company that I can continue to work for, that appreciates my experience and talent—no matter where I live.”

Portfolio Solutions® takes pride in our Servant Leadership culture and dedication to serving our clients and each other. We’re also enthusiastic about our dynamic, energizing work environment. We are growing in response to the increasing demand for our wealth planning services. If you are an experienced financial professional passionate about helping clients achieve their long-term financial goals, and love working in a team-based environment with exciting opportunities for personal growth and career advancement, you may be a great fit to join the Portfolio Solutions® team.

 

About Portfolio Solutions®

Portfolio Solutions® is a national, full-service provider of integrated wealth planning services, led by James S. Gladney. We have been helping clients to work confidently toward achieving their long-term financial goals since 1999. Portfolio Solutions® has a long-standing and enduring commitment to index investing strategies. For more information, visit https://portfoliosolutions.com. Portfolio Solutions® is affiliated with Liberty Wealth Advisors, LLC.