Blog

  • There is a natural sisterhood in financial services, Crystal says – and she’s living proof.

  • As a finance major in college, Kayla had no idea what a financial planner was – or what they did. After learning more about the field, she was “all in,”

  • 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 practicin

  • 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

  • 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

  • “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 co

  • “I like to say that financial planning found me, and I’m so appreciative of that opportunity,” ~Melissa Joy, Pearl Planning

  • 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 – ins

  • 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

  • Giving back comes naturally to Laura Webb, a Certified Financial Planner® from Asheville, NC. She already serves on the board of the Friends of the Smokies – a non-profit that works to preserve and pr

  • Meet Kate Starkey & Traci Richmond Mentors. Like sherpas who expertly lead hikers to the top of Mount Everest, they’re the wise, trusted guides we all need to succeed in business– and in life. Fac

  • Deftly scaling the ranks of Raymond James, Jodi Perry is now overseeing enough people to fill a large cruise ship (4,551at last count). Her new helm: Raymond James Independent Contractors Division whe

  •  “Lonely.” That’s the word Kate Starkey uses to describe how it feels to be a woman in the financial advising industry. Though she’s taking over a business established by her father and mother and wa

  • The WLA chose as our first program offering a carefully crafted, small group mentoring pilot designed around providing formal training for mentors as well as focusing on helping mentees achieve their

  • Time and again, the well-dressed, successful women gathered at the Kennedy Center on Saturday, May 19th repeated the word “pioneer.” Those with the CFP® credentials trailing their names and the profit

  • The WLA is celebrating our first anniversary as a 501c3 nonprofit organization! This past year has been a busy one for us – we hired an Executive Director and expanded our board to 10 members, includi

  • As our first initiative, the Women’s Leadership Alliance chose to pilot a program where we deliver comprehensive training and ongoing support to a group of Raymond James women advisors who expressed i