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...
Emily Adair Burgess Associate Financial Advisor AIM Advisors Quick 10! #1 Tell us a bit about yourself and your business. I am an Associate Financial Advisor at AIM Advisors in Raleigh, NC. I have a master’s degree in Trust and Wealth Management which provides me with the opportunity to assist...
Deb Abbott-Walker Branch Manager, Senior Wealth Advisor Cetera Investors Quick 10! #1 Tell us a bit about yourself and your business. Debra Abbott-Walker, but friends call me Deb. I am the Branch Manager & Senior Wealth Advisor for Cetera Investors. I manage the branch office located in Iselin, NJ and...
Ally Stopler Wealth Manager Wealth Oklahoma Quick 10! #1 Briefly tell us about your business. I am a Wealth Manager at Wealth Oklahoma in Tulsa, OK. In my role, I especially enjoy working with young professionals and families. #2 What is the most rewarding part of being in the financial advising...
Melissa Joy, CFP® President, Financial Planner Pearl Planning Quick 10! #1 Tell us a bit about your business. I am founder and a wealth manager at Pearl Planning. My company is located in Dexter, Michigan, which is also where I live. We work with double-income breadwinners who are Gen X...
Shelina Sayani, AFC® Founder, Chief Financial Educator Money She Says Quick 10! #1 Briefly tell us about your business. I’m an Accredited Financial Counselor (AFC®) and a Candidate for CFP® certification who runs Smart Money for Single Women, a platform dedicated to helping unmarried, divorced, or widowed women take control...
Alisa Schultz, CFP® Financial Advisor Estes Wealth Strategies, Raymond James Quick 10! #1 Tell us a bit about your business. I am a Financial Advisor and CFP® with Estes Wealth Strategies in Fairfax, Virginia, and I work with women in transition. #2 What is the most rewarding part of being a...
