MEET OUR TEAM
JING WANG, CLU®
PRINCIPAL
Jing is the Principal of JW Insurance and Financial Services. Jing has been in the financial industry since 2004. During these years, Jing has focused on estate planning, retirement planning and asset management and provided advanced financial strategies to thousands of clients. Jing is the Top of the Table member of MDRT.
Professional Affiliations
Membership
*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
YANZHI (MARY) GONG
Associate Financial Advisor
Mary joined JW Insurance and Financial Services in 2016 and currently serves as an Associate Financial Advisor (AFA).
She supports internal sales across various areas, including retirement and estate planning, asset protection, wealth management, and insurance planning.
Mary holds a Master of Science in Mathematical Finance from Boston University and a Bachelor of Arts in Finance and Accounting from the University of Iowa.
She has passed the Series 6, 66, and 7 securities license exams and holds a Life and Health Insurance Producer’s License in Massachusetts.
In addition to her advisory role, Mary also oversees overall operations, client services, and other administrative functions within the firm.
