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Women's Alliance of Financial Advisors
 

Author: Trinity Fine

12 May

Portia Ryan-Gerton Ambassador CEO & Founder, Transformation Wealth Management, LLC Quick 10: #1 Tell us your title, company, expertise, and where you live/work. I am the CEO & Founder of Transformation Wealth Management, LLC, where I serve as a Wealth Management Advisor and Investment Advisor Representative. My work focuses...

12:57 / Blog
12 May

Katee DriscollEarly Career AmbassadorFinancial Advisor, Sullivan & Associates Quick 10:#1 Tell us a bit about yourself and your business.I’m a Financial Advisor with Sullivan & Associates, a Raymond James firm, based in Colorado Springs, Colorado. I specialize in helping women build real wealth without giving up...

12:11 / Blog