Financial Advisor Overview
It's an exciting time to be a financial advisor, since several decades ago, the position didn't really exist....
It's an exciting time to be a financial advisor, since several decades ago, the position didn't really exist....
[vc_video link='https://youtu.be/NoU_2TohnzU'] [vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] Attorney-Turned-Advisor Annie graduated from Washington and Lee University in Lexington, Virginia, then earned her JD degree from the University of Florida Levin College of Law. After practicing law for three years, Annie joined Nautilus Wealth Advisors in 2014. Legal Woes “I...
[vc_video link='https://youtu.be/-WaHuzvMU-A'] [vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] When Sarah Broglie, CFP® sat through her first accounting classes in college, she started to question her career path. She had the love of math necessary to succeed as an accountant, but something was missing. Sarah wanted more...
Kyla Spence, a rising junior at Bucknell University, had been leaning toward a career in investment banking, but after attending a symposium on wealth management for college students in May, she may choose financial advisory instead....
No, but young moms say supportive partners, team-based practices and flexible work schedules are key....
[vc_video link='https://youtu.be/XrBTbTV-E9w'] [vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] East Meets West (Coast) Ashley Warne & Dr. Pamela Grey Statistically, women outlive men, and they control 51% of personal wealth in the United States. Sounds like we live in a women’s world, right? Not when 84% of financial advisors...
[vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] “Dream small,” said no one ever. We all want to thrive in our professional lives, but how do we get there? Like the best friend who pushes you to step outside your comfort zone, or the coach who tweaks your...
“I like to say that financial planning found me, and I’m so appreciative of that opportunity,” ~Melissa Joy, Pearl Planning...
[vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] What do you want to be when you grow up? Some of us just “know” from an early age. Others take a more circuitous route. For Traci Richmond, motherhood – and having a mother who was a role model –...
[vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] Mark Smith is a supporter of the Women’s Leadership Alliance. But that’s not surprising – he’s the son of an inspiring woman. “Everything I have I owe to my Mom,” he says. “She worked so hard to give us a...