Blog

[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 Marcia Tillotson Managing Director - Investments TillotsonKenefick Private Wealth Management of Wells Fargo Advisors Quick 10!   #1  Tell us a bit about your business.I’m a Managing Director at Tillotson Kenefick Private Wealth Management of Wells Fargo Advisors in Charlotte, NC....

[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 Fiera N. Brein, AAMS® Financial Advisor, RJFS Addison Avenue Investment Services Quick 10!   #1  Briefly tell us about your business. My office is in Cupertino, CA, and I also cover the San Jose and Palo Alto Branches. Our niche is Tech Employees who are high...

[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 Geri Eisenman Pell, CFP®, MBA, CDFA® Private Wealth Advisor | Chief Executive Officer Rise Private Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC Quick 10!   #1  Tell us a bit about your business. I am a Private Wealth...

Meet the future faces of Financial Advising! The Women's Leadership Alliance highlights the characteristics and qualities that make a successful advisor and shines light on the many opportunities available to women on this career path....

Two groups for women financial advisors unite forces By   Tobias Salinger October 23, 2024   Two organizations supporting the advancement of women in the financial advisor profession are uniting to boost their shared mission together. The Female Advisor Network merged into the Women's Leadership Alliance at the beginning of the month, the two organizations...

[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] Jill C. Griffith, AAMSTM, CDFA® Financial Advisor, Certified Divorce Financial Analyst® Stewart and Evans Wealth Management Group of Raymond James   Meet WLA Ambassador Jill Griffith from Greenwood, IN, a dedicated mom, (to son Colton and rescue pup, Tater Tot) and advocate...

[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] A Tribute to My friend, Kathleen Frost Miller, MBA, CFP®, CDFA by Judith A. McGee, L.H.D., CFP®, ChFC   Have you ever had a friend who was a part of almost every important event in your life?  Someone you loved 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, Cydney’s Journey, Part Two:  She’s on her way!   Cydney Gutridge is a new financial advisor and WLA Ambassador who is sharing her early-career path with us.  And you won’t believe what Cydney’s accomplished since we last heard...

[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_empty_space height="18px"][/vc_column][/vc_row][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_video link="https://youtu.be/q1fZpvgIjJM"][vc_empty_space height="22px"][/vc_column][/vc_row][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: Christine is a financial planner wearing many hats   Christine Mills, AAMS, Financial Advisor, Raymond James, believes financial planners wear many...