Shelby Andersson Haggard Financial Advisor The Andersson / Bekken Group at Morgan Stanley Quick 10! #1 Briefly tell us about your business. My name is Shelby Andersson Haggard, and I am a Financial Advisor at Morgan Stanley. I joined my father’s team, who has been with the firm for over...
Mary Carter, CFP®, ChFC® Registered Principal, Branch Manager Beachside Wealth Partners Quick 10! #1 Tell us a bit about your business. Our firm provides comprehensive wealth planning with a focus on estate and transfer planning. Our primarily female team works closely with families, creating thoughtful plans that honor what matters...
Shira Katsir, CFP® Wealth Advisor Stearns Financial Group Quick 10! #1 Briefly tell us about your business. I specialize in comprehensive wealth management for high-net-worth individuals as well as younger professionals building their net worth. I’m passionate about empowering my clients to achieve financial success, and I firmly believe that...
Yvonne Hall, CFP®, CIMA® Managing Partner, Wealth Manager Hall and Dornan Capital Partners Quick 10! #1 Tell us a bit about your business. I’m Yvonne Hall, Managing Partner at Hall & Dornan Capital Partners in Issaquah, WA. Our passion is guiding professionals—especially women—and those transitioning into retirement toward clarity and...
The Women’s Leadership Alliance is proud to recognize Shayda Zarrin as a recipient of our Student Scholarship, supporting women pursuing meaningful careers in financial advising. Shayda’s passion for finance was shaped early in life after witnessing the impact of a single financial decision on her own family—an experience...
Tricia Rentz Kasner Managing Director, Marketing & Conferences, Retired Barron's Quick 10! #1 Tell us a bit about your business. I am a former Managing Director at Barron's, spending two decades leading the brand's conferences and strategic partnerships. I retired in 2019 after a career in developing influential industry events and collaborations....
Gyles Headley, CFP®, CDFA®, AAMS™ Financial Advisor Jeter Hrubala Wealth Strategies Quick 10! #1 Briefly tell us about your business. I am a financial planner with Jeter Hrubala Wealth Strategies in Isle of Palms, SC. I am passionate about financial literacy for women and young professionals, especially helping them find their financial...
Cherice McCray, QPFC Financial Advisor Morgan Stanley Quick 10! #1 Briefly tell us about your business. I’m a financial advisor with the Promontory RM Wealth Management Group at Morgan Stanley located in Birmingham, AL. Retirement planning and equity compensation analysis are the cornerstones of our practice. #2 What is the most...
