Chief Operations Officer
New Port Richey, FL
Director of Programs &
Community Engagement
Tampa, FL
The Board of Directors helps to secure and promote the financial, legal, and ethical well-being of the Women’s Leadership
Alliance and to ensure that it fulfills its mission.
Wellesley, MA
Boca Raton, FL
Phoenix, AZ
Raleigh, NC
The Advisory Board is a firm-agnostic body of financial advising industry professionals that helps identify solutions and advocate
for actions to attract, empower, and advance women in the financial advising profession in
partnership with the Board of Directors and the WLA Executive Director.
Retired, Managing Director, Barron’s
Board Chair
National Head of Advisor Recruiting
Raymond James Financial, Inc.
Managing Director and
Wealth Partner
J.P. Morgan Wealth Management
Managing Director, Market Director UBS
Managing Wealth Advisor Ashton Thomas Private Wealth
Head of Advisor
Success & Integration
Perigon Wealth Management
Managing Director, Wealth Management Advisor The DeMarco-McCarthy-Florio Group, Merrill Lynch Wealth Management
Managing Director,
Financial Advisor
Morgan Stanley
Private Wealth Advisor
Co-Founder
Rise Private Wealth Management
A private wealth advisory practice of Ameriprise Financial Services, LLC
The Emeritae Board is a distinguished body of former board members who continue to offer advice, lend their experience, and support the WLA’s mission, even though they are no longer actively involved in day-to-day operations. Members of this board continue to participate in strategic planning, fundraising, and serve as Ambassadors.
