Strategic Business Partner Spotlight: Signature Wealth
This month, the Women’s Alliance of Financial Advisors is pleased to celebrate our third year of partnership with Signature Wealth. As a Strategic Business Partner of the Women’s Alliance of…
Quick 10 With Imogen Thain
Imogen Thain Women’s Alliance Member Future Financial Advisor Quick 10: #1 Tell us a bit about yourself and your work I am currently a research analyst working remote with Kaizen…
Women Leading and Thriving in the Finance Industry — It is Possible, Rewarding and Growing | Part II
Read Part I of Shawn Bernhard’s story here. Shawn Bernhard believes the importance of visibility and advocacy should be intentional about supporting other women, sharing knowledge and shaping the future…
Women Leading and Thriving in the Finance Industry — It is Possible, Rewarding and Growing
For Shawn Bernhard, managing director and branch manager for Raymond James’ independent investment and financial services, her journey into financial advising started much earlier than most people might have expected.…
A Halfway Checkup Guide for Women Financial Advisors
Mid-Year Check: A Halfway Checkup Guide for Women Financial Advisors It’s hard to believe we’re already more than halfway through the year! As a financial advisor, you’ve likely spent most…
Women’s Alliance Announces Heather Randolph Carter of Carson Group to Board of Directors
PRESS RELEASE FOR IMMEDIATE RELEASE: July 2026 Women’s Alliance Announces Heather Randolph Carter of Carson Group to Board of Directors Nonprofit continues to strengthen industry leadership and advance women in…
Quick 10 With Kristy Sullivan
Kristy Sullivan, CFP®, AAMS® Women’s Alliance Member Financial Advisor, Raymond James & Associates Quick 10: #1 Tell us a bit about yourself and your work I work with individuals and…
Strategic Business Partner Spotlight: Carson Group
Women’s Alliance of Financial Advisors is pleased to welcome our newest Strategic Business Partner, Carson Group. We’re especially excited to extend a warm welcome to the incredible advisors around the…
Cary Carbonaro: Empowering Women to Feel Safe and Secure in the Financial World
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…
Quick 10 With Hope Haynes
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,…
Benefits of Membership
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…
Quick 10 With Portia Ryan-Gerton
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…