Sharing Our Stories — Support for Each Other, Our Clients and Our Communities: Supporting Education, Inclusion and Growth
Read Part I of Anna Katharyn (AK) Hendrix’s story here. Part II: Supporting Education, Inclusion and Growth Historically, conversations about wealth and finance were transactional and technical, Hendrix shared, meaning…
Sharing Our Stories — Support for Each Other, Our Clients and Our Communities: Working Toward Connection
Part I: Working Toward Connection They say the best life lessons are learned from our own mistakes. Anna Katharyn (AK) Hendrix admitted she’s made a few financial mistakes along the…
Quick 10 With Sara Cortes
Sara Cortes Women’s Alliance Member Wealth Advisor, Evermay Wealth Management Quick 10: #1 Tell us a bit about yourself and your work I am a Wealth Advisor at Evermay Wealth…
A Financial Advising Mentorship Leads to an Invested Future Mentor
A six-month mentorship program sponsored by the Women’s Alliance of Financial Advisors changed the way current financial advisor Alea Groshek approaches the thoughtful, customized strategies she creates for her clients…
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…