Lisa Plotnick

DST Systems, Inc. Quincy, Massachusetts, US

About Us

Founded in 2000, WMSI provides rollover and advisor solutions, along with financial planning and education tools and communications.WMSI utilizes advanced technology in combination with customer data, education, and marketing to provide clients with fully integrated, end-to-end servicing solutions to support financial well-being and retirement readiness. Clients range from Fortune 500 companies to small businesses in the financial services and employee benefit arenas.

Educational

Betsy Winchester to DST Systems, Inc. for Job #228145 DST - Investing in Retirement tutorial, 2017 update

Mar 29, 2018

Educational

Peter Bierma Voice Over to DST Systems, Inc. for Job #209315 DST - Estate Planning Basics Tutorial, Year-End Update

An excellent experience working with Lisa. Super clear, and instructions were easy to follow.

Dec 4, 2016

Educational

Bart Flynn - bartflynn.com to DST Systems, Inc. for Job #184751 Investing in Retirement Tutorial

Thank you!!!

May 9, 2016

Internet Video

Bobby Dobbs to DST Systems, Inc. for Job #178266 Understanding Mutual Funds tutorial

Lisa is great to work with.

Apr 6, 2016

Internet Video

michaelrayvoice.com to DST Systems, Inc. for Job #177951 Using ETFs iChart

Great working with Lisa. Thank you!

Mar 25, 2016

Internet Video

Julie Beal VO, Ltd. to DST Systems, Inc. for Job #155452 WMSI-AXA marketing script (re-recording again)

Sep 29, 2015

Business

Julie Beal VO, Ltd. to DST Systems, Inc. for Job #150359 WMSI-AXA marketing script (re-recording)

I enjoy working with the staff at Wealth Management Systems. Always very professional. Thank you!

Jul 29, 2015