Colleen Schon, WMS, CIF® Managing Director | Sr. Vice President, Investments Anthem Advisors of Raymond James Quick 10! #1 Tell us a bit about your business. Colleen Schon, Managing Director, Sr. Vice President Investments of Anthem Advisors of Raymond James. My office is in Clarkston, MI, and I live in...
Kathy Longo, CFP®, CAP®, CDFA® President & Founder Flourish Wealth Management Quick 10! #1 Tell us a bit about your business. I am the President and Founder of Flourish Wealth Management, an independent RIA firm based in Edina, Minnesota. Our niche is working with women and their families through times of...
Jessica Carlsen-Buszka Branch Manager | Financial Advisor Bison Wealth Planners | Raymond James Quick 10! #1 Briefly tell us about your business. I am a financial advisor and branch manager at Bison Wealth Planners, Raymond James, located in Ann Arbor and Chelsea, MI. I specialize in helping legacy-minded individuals turn...
Maria Daley, CFP® Head of Advisor Success & Integration Perigon Wealth Quick 10! #1 Tell us a bit about your business. I am the Head of Advisor Success & Integration at Perigon Wealth Management. Through my experience, I have carved a niche for myself as someone who drives organic growth and...
Trista Brandt Registered Client Service Associate Stifel Quick 10! #1 Briefly tell us about your business. I currently work at Stifel as a Registered Client Service Associate in Mankato, MN. I’m one of nine members of the Morgan + Wittenberg Group, where our financial advisors specialize in providing customized investment guidance tailored...
Spotlight on: Lindsey Stuart ® Investment Advisor Stuart Investment Advisors Quick 10! #1 Briefly tell us about your business. I am an Investment Advisor with Stuart Investment Advisors. We are a family-led, independent, fee-only fiduciary firm, serving individuals, families and organizations, often across generations. We are based in Austin, Texas and...
Spotlight on: Lauren Moon, Ph.D., AAMS™ Financial Advisor Bluewater Wealth Advisors of Raymond James Quick 10! #1 Tell us a bit about your business. I am a financial advisor for Raymond James & Associates in sunny St. Petersburg, Florida.As a third-generation advisor, our team specializes in working with extended families, and...
[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] Her Path: Spotlight on Danielle Jones Financial Planner Leeward Wealth Management Quick 10! #1 Briefly tell us about your business. I'm a Financial Planner at Leeward Wealth Management, a women-led firm based in the Florida Keys and Colorado, serving clients across the U.S. My focus is...
[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] Her Path: Spotlight on Catherine Seeber, CFP®, CeFT® Principal, Financial Advisor CAPTRUST Quick 10! #1 Tell us a bit about your business. I am Principal and Financial Advisor at CAPTRUST at the Lewes Delaware location. I focus on comprehensive planning for High-Net-Worth Individuals and those individuals facing...
[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] Her Path: Spotlight on Alexa Comey Financial Advisor | Senior Planner Kennedy Investment Group, Ameriprise Financial Services, LLC Quick 10! #1 Briefly tell us about your business. As an Advisor and Senior Planner at Kennedy Investment Group, I lead our financial planning team with a...
