Chief Operations Officer
Trinity, FL
Programs & Community Engagement Manager
Tampa, FL
The Board of Directors helps to secure and promote the financial, legal, and ethical well-being of the Women’s Alliance of Financial Advisors and to ensure that it fulfills its mission.
President
Portland, OR
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Vice President
Phoenix, AZ
Treasurer
Jenkintown, PA
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Secretary
Dallas, TX
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Boca Raton, FL
Shaker Heights, Ohio
Wellesley, MA
Portland, OR
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Asheville, NC
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Coral Gables, FL
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Raleigh, NC
Davison, MI
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The Advisory Council is a firm-agnostic body of financial advising industry professionals that helps identify solutions and advocate for actions to attract, empower, and advance women in the financial advising profession in partnership with the Board of Directors and the Women’s Alliance Executive Director.
Head of Advisor
Success & Integration
Perigon Wealth Management Board Chair
Retired, Managing Director Barron’s
Chief Executive Officer Association of African American Advisors (QUAD-A)
National Head of Advisor Recruiting
Raymond James Financial, Inc.
Managing Director and
Wealth Partner
Wells Fargo
Managing Director
Financial Advisor
Morgan Stanley
Founder, Financial Advisor
Guiding Wealth & Amplified Planning
Private Wealth Advisor
Co-Founder
Rise Private Wealth Management
A private wealth advisory practice of Ameriprise Financial Services, LLC
The Emeritae Board is a distinguished body of former board members who continue to offer advice, lend their experience, and support the Women’s Alliance’s mission, even though they are no longer actively involved in day-to-day operations. Members of this board continue to participate in strategic planning, fundraising, and serve as Ambassadors.
