Rod Washington

Wealth Management Consultant

Rod Washington is a wealth management consultant at 1st Global, where he provides advisors with guidance and education on various offered products, analyzes client portfolios, and stays informed on current market and product trends in order to best help advisors provide financial solutions for their clients. He began working at 1st Global in 2005 and held previous roles as a client services representative, fixed-income trader and unified choice trader.

Rod received his Bachelor of Science degree in finance from Southeastern Louisiana University and entered the financial services industry because the challenge of helping people achieve their goals in an ever-changing environment is something that truly appealed to him — and something he is able to do now on a daily basis. Before his career at 1st Global, he was a financial advisor at AIG VALIC Financial Advisors, a broker associate at Hibernia Investments, LLC and a trader at Fidelity Investments. In his current role, he enjoys being able to assist affiliated advisors by providing solutions to the operational challenges that arise in their clients’ accounts. He has passed his FINRA Series 7, 24, 63 and 66 exams as well as the Texas Life and Health Insurance exam.