Sweet Briar Welcomes New ING Representative

BARBARA PARKER
Director of human resources

Connie Guelich of Guelich Financial Group LLC has assisted Sweet Briar employees with their ING retirement plan accounts for many years. Connie’s firm has recently made a change in the way they operate and will no longer be able to handle the ING accounts for Sweet Briar employees.

Please join me in thanking Connie for her many years of assisting Sweet Briar employees with their retirement investments.

We are pleased to welcome our new ING representative, Marilyn O’Brien, who will begin assisting Sweet Briar College employees with their ING Retirement accounts on April 24. Marilyn has been highly recommended by ING and will be providing the services formerly offered by Guelich Financial Group.

The benefits office has invited Marilyn O’Brien to campus for a visit and to give you an opportunity to meet her in person. She will be conducting an educational session for faculty/staff at 10 a.m. April 30 in Johnson Dining Room.

You are also encouraged to schedule an individual counseling session with the new ING representative. Please take advantage of this opportunity to speak with her and get answers to your financial questions.

To schedule an individual consultation with Marilyn between 11:30 a.m. and 4:30 p.m. on April 30, please send an e-mail to mobrien@ingfa.com . Should you have questions prior to her visit, you may call her at (703) 743-1703.

Individual sessions will be held in the Fletcher Conference Room across from the president’s office in Fletcher Hall.

The following is a brief summary of Marilyn’s credentials:

Marilyn holds a B.A. degree from Syracuse University and a M.A. from the State University of New York. She holds permanent certification and has 12 years teaching experience in the state of New York.

She has 28 years experience in the financial services industry and is a registered representative of ING Financial Advisers. She holds NASD Series 7 (securities), Series 6 (mutual funds), Series 66 (investment advisor) and Series 63 certifications, as well as multiple state licenses for life, health and annuities.

She is a member of many professional organizations, including the National Life Underwriters Association and the D.C. Life Underwriters Association.

Marilyn has lived in Virginia and worked for ING since 1989. She has provided financial services in Maryland, D.C. and Virginia for 18 years. Her extensive experience in 403(b) and 457, as well as her consistency of service, continue to make her an asset both to her many clients and to ING.

Story posted by on 04/15/08