About WB Financial

Wajma Rasoul

Administrative Assistant
Windham Brannon Financial Group, LLC

Wajma builds and strengthens our client relationships through her analytical and technical support in financial/retirement planning, estate planning, investment management, and tax analysis. Wajma’s strong financial background, high work ethic, and desire for ongoing learning drive her commitment to deliver superior client service. Wajma supports our Wealth Advisors while enhancing her own advisory experience in all facets of our service engagement.

Specialization Includes:

Develops financial and retirement plans
Supports investment analysis and implementation
Supports tax planning, analysis, and review
Facilitates estate planning and review
Manages account servicing

Career Highlights

Prior to joining the firm, Wajma served five years with Tarpley & Underwood Financial Advisors, LLC. Tarpley & Underwood Financial Advisors merged with Windham Brannon Financial Group, LLC in 2011, where Wajma continues to grow her skills and talents as a valuable member of our client service support team.

Education and Affiliations

University of Georgia – B.B.A., General Business
Georgia State University – M.B.A., Personal Financial Planning
Georgia Life and Health Insurance Agent’s License
Member of the Financial Planning Association (Georgia Chapter)
Member of the Georgia State University PFP Alumni Club