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Her Path Blog
WLA In The News – April 17, 2024
April 17, 2024 - Industry Experts Join Forces to Address Under-Representation of Women in Financial...
WLA In The News – Oct 1, 2024
October 1, 2024 - The Women’s Leadership Alliance Welcomes Members and Founder of Women’s Advisor...
Spotlight on Cherice McCray
Cherice McCray, QPFC Financial Advisor Morgan Stanley Quick 10! #1 Briefly tell us about your...
Spotlight on Colleen Schon
Colleen Schon, WMS, CIF® Managing Director | Sr. Vice President, Investments Anthem Advisors...
Spotlight on Kathy Longo
Kathy Longo, CFP®, CAP®, CDFA® President & Founder Flourish Wealth Management Quick 10!...
Spotlight on Jessica Carlsen-Buszka
Jessica Carlsen-Buszka Branch Manager | Financial Advisor Bison Wealth Planners | Raymond James...
Spotlight on Maria Deley
Maria Daley, CFP® Head of Advisor Success & Integration Perigon Wealth Quick 10! #1 Tell...
Spotlight on Trista Brandt
Trista Brandt Registered Client Service Associate Stifel Quick 10! #1 Briefly tell us about your...
Spotlight on Lindsey Stuart
Spotlight on: Lindsey Stuart ® Investment Advisor Stuart Investment Advisors Quick 10! #1 Briefly...
Spotlight on Lauren Moon
Spotlight on: Lauren Moon, Ph.D., AAMS™ Financial Advisor Bluewater Wealth Advisors of Raymond James...
Her Path: Spotlight on Danielle Jones
Her Path: Spotlight on Danielle Jones Financial Planner Leeward Wealth Management Quick 10!...
Her Path: Spotlight on Catherine Seeber
Her Path: Spotlight on Catherine Seeber, CFP®, CeFT® Principal, Financial Advisor CAPTRUST...
Her Path: Spotlight on Alexa Comey
Her Path: Spotlight on Alexa Comey Financial Advisor | Senior Planner Kennedy Investment...
Her Path: Spotlight on Marcia Tillotson
Her Path: Spotlight on Marcia Tillotson Managing Director - Investments TillotsonKenefick Private...
Her Path: Spotlight on Fiera Brien
Her Path: Spotlight on Fiera N. Brein, AAMS® Financial Advisor, RJFS Addison Avenue Investment...
Her Path: Spotlight on Geri Pell
Her Path: Spotlight on Geri Eisenman Pell, CFP®, MBA, CDFA® Private Wealth Advisor | Chief Executive...
Protected: Navigating Success: Sydney’s Voyage on the Financial ConNEXTion Educational Cruise
“The journey is just as important as the destination. The connections you make, the knowledge you...
Meet the Future Faces of Financial Advising
Meet the future faces of Financial Advising! The Women's Leadership Alliance highlights the...
Two groups for women financial advisors unite forces
Two groups for women financial advisors unite forces By Tobias Salinger October 23, 2024 ...
HER PATH: Jill thrives in her dual role as a Financial Advisor and Practice Business Manager
Jill C. Griffith, AAMSTM, CDFA® Financial Advisor, Certified Divorce Financial Analyst® Stewart and...
HER PATH: Kathleen Miller, Inspirational advisor, author and pioneer
A Tribute to My friend, Kathleen Frost Miller, MBA, CFP®, CDFA by Judith A. McGee, L.H.D., CFP®...
HER PATH, Cydney’s Journey, Part Two: She’s on her way!
HER PATH, Cydney’s Journey, Part Two: She’s on her way! Cydney Gutridge is a new financial...
HER PATH: Christine Mills is passionate about empowering others
Her Path: Christine is a financial planner wearing many hats Christine Mills, AAMS, Financial...
Follow Cydney’s journey as she begins HER PATH as a new financial advisory
HER PATH, Cydney's Journey, Part One: "You Can Be What You Can See" Follow Cydney Gutridge's path as...
Top Wealth Management Advisor Shares Her Heart with the WLA
Top Wealth Management Advisor Shares Her Heart with the WLA as a Chief Operating Officer to the...
Starting a New Chapter: Fara Grim
It's a new year, a new blog post, and authored by a new member of the WLA team! “There is...
REAL-WORLD EDUCATION: WLA’s partnership with University of North Florida provides curated internship experiences
Kaylee Smith, UNF grad, WLA intern alum, and future CFP “An investment in knowledge always pays the...
HER PATH: Casey’s bold step of making a mid-career change to become a financial advisor
“No more ‘Sunday Scaries’” Casey Sage shares her story about taking the bold step of making a...
HER PATH: Ellenore reentered the workforce and found balance and success as a financial advisor
Ellenore Knight Baker believes, “If there's anything in the world that you need, it's people who...
Two Sisters, Two Different Paths to Becoming Financial Advisors
WLA Executive Director, Stephanie Gularte sat down with Liza McDevitt and Grace Loveland, sisters...
HER PATH: “We can’t give up.” Crystal found her path through inspiring mentors.
“We can’t give up.” That’s the message from Crystal Alford-Cooper, Vice President at Law &...
Financial planning found me: Melissa had a liberal arts education.
Sometimes you are lasered focused on a vision for your future. And sometimes you fall into the...
’I wonder what I’ll do next’: Traci’s mid-career change was the best decision she ever made.
Pivoting has been called, “a change in strategy without a change in vision.”...
’I put the pieces together’: Katherine found work/life balance as a financial advisor.
They say that if you choose to do something you love, you’ll never work a day in your life...
Practical Advice to Build a Proactive Practice via the WLA Mentorship Program
I had just hired an assistant and was really disorganized with my business. I didn't have a project...
WLA Mentorship Helps Advisor Get Over “Imposter Syndrome”
Financial Advisor Jill Griffith, AAMS® explains why the WLA Leadership Program made a difference in...
New Executive Director Brings Passion & Possibilities to the WLA
Women’s Leadership Alliance is proud to welcome Stephanie Gularte as our new Executive Director...
Changing the Conversation in 2021: Our Year in Review
Margaret Starner and Kimberlee Bouska step in front of the camera to share with you some important...
3 Tips to Get Your Foot in the Door: Advice from a Recent Grad and Top Financial Advisors
Ask Rebecca Wolman how she landed her first job at a wealth management firm right out of college and...
Report Finds CFP® Certification More Valuable than Ever to Female Advisors
In the post-COVID world, with more women outliving the men in their lives and women bearing the...
How the Leadership Program Helped a Mentee Thrive through the Pandemic
The pandemic, and everything else 2020 threw at us, wasn’t going to hold Katherine Robinson back...
2020 WLA Annual Donor Report
Dear Friends and Colleagues 2020 – hmmm. where do we start? Undeniably, it was a year like no...
What’s Your Mental Picture of a Financial Advisor?
When she started college, Kayla Walter “had no idea what a financial planner or financial advisor...
Celebrating 2020’s Successes
It’s so easy to dwell on the challenges of 2020. There have been a lot! But there have also been...
In a Male-Dominated Industry, Women Vow to Change the 16% Statistic
It’s a sobering fact: just 16% of financial advisors are women. The good news is the Women’s...
WLA ROLE MODELS, WOMEN OF “DISTINCTION”
The WLA is proud – but not surprised – to announce that two of our Vice Presidents were recently...
“WORKING MOMS” ROCK. (BUT WE REPEAT OURSELVES.)
Whether they’re caring for kids or clients, working mothers are crushing it in 2020...
Diversity & Inclusion Awards
They smashed the glass ceiling, back when financial advising was almost exclusively a white man’s...
A “PANDEMIC” OF POSITIVE CHANGE.
Change isn’t easy. But it is the one constant in life. Recently, WLA President Kalita Blessing...
Need a Mentor? These Female Financial Advisors Agree
In 2000, Dr. Pamela Grey of Jacksonville, Florida launched her financial advisory firm. Then, she...
