Cary Carbonaro is an inspiration. She will tell you that at a very young age she bonded with her father over money instead of sports. At the time, her father was an executive at JP Morgan Chase, and they would spend hours together as Carbonaro...
Hope Haynes Women's Alliance Member Student, University of North Carolina at Chapel Hill Quick 10: #1 In 2–3 sentences, share your year in school, your college or university, your major, and what you hope to do after graduation. Include where you currently live or study. I am a junior at...
Strength in Solidarity: Why the Women’s Alliance of Financial Advisors is the Community & Career Catalyst You’ve Been Looking For The financial services industry is changing. While once a landscape dominated by a single demographic, today’s wealth management sector is increasingly defined by diverse voices, empathetic...
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...
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...
