Ask Rebecca Wolman how she landed her first job at a wealth management firm right out of college and you’ll get a story of intuition and persistence. When she graduated from Virginia Tech in the sprin
In the post-COVID world, with more women outliving the men in their lives and women bearing the brunt of COVID unemployment, financial literacy and planning is more relevant than ever. It is important
The pandemic, and everything else 2020 threw at us, wasn’t going to hold Katherine Robinson back from realizing her dreams. In a backyard ceremony with all her guests watching on Zoom, she got married
Dear Friends and Colleagues 2020 – hmmm…. where do we start? Undeniably, it was a year like no other. Our plans were cancelled. Our lives were changed. And despite all of the obstacles thrown in our
When she started college, Kayla Walter “had no idea what a financial planner or financial advisor was.” Sure, friends and family knew that Kayla was majoring in Finance, but when she said, “I want to
It’s so easy to dwell on the challenges of 2020. There have been a lot! But there have also been many successes.
It’s a sobering fact: just 16% of financial advisors are women. The good news is the Women’s Leadership Alliance is working diligently to boost that stat. “We’re not going to give up on this,” vows W
The WLA is proud – but not surprised – to announce that two of our Vice Presidents were recently named “Women of Distinction” at the 26th Raymond James Women’s Symposium.
Whether they’re caring for kids or clients, working mothers are crushing it in 2020
They smashed the glass ceiling, back when financial advising was almost exclusively a white man’s business. Now, industry pioneers Margaret Starner and Lynne Wright are being recognized for their lead
Change isn’t easy. But it is the one constant in life. Recently, WLA President Kalita Blessing attended the virtual JP Morgan Women’s Leadership Day, designed to foster diversity and inclusivity in fi
In 2000, Dr. Pamela Grey of Jacksonville, Florida launched her financial advisory firm. Then, she explains, “A couple of years ago, when I had reached a point in the maturity of my practice, I just fe
Crystal Alford-Cooper, CFP®, CFA®, CRC® offers four pieces of advice for anyone considering a career in financial advising: “Number one: it has to be something you want to do, that you feel you have a
Mentors aren’t just for newbies. Ashley Warne, CFP® had been working as an advisor for more than six years when she was paired with Pamela Grey.
WLA Board Member Kathleen Miller talks about navigating clients’ changing priorities… from saving and spending, to travel and charitable giving.
“I just want to see your face!” In the world of social distancing, WLA Board Member Danielle Page encourages her team to get on the Zoom call even if their hair isn’t done.
Peek inside WLA Board Member Mary Carter’s toolbox.. her real one… and see what tools she’s using to handle the COVID-19 crisis.
Board member Tracy Vaughn learned a valuable life lesson about facing life’s challenges and how to use the momentum to propel you to success. She had to compete with her much more athletic daughter to
Having confidence doesn’t mean you know all the answers. At trying times like these, experienced financial advisor Sherri Stephens wants other women to remember that, “It’s okay not to know all the an
RVs are "having a moment." Drive-in movies are "having a moment." It's even been said that our ovens are "having a moment" thanks to COVID-19.
It’s one thing to work from home during a pandemic. It’s another thing entirely to be working from home while shepherding your kids through e-learning. Just ask Kimberlee Bouska.
How are you taking care of yourself right now?
For financial advisors, especially if you’re new to the industry, the COVID-19 waters feel very uncharted. It doesn't have to be that way.
Missed our Live Zoom Event? The beauty of Zoom is that we recorded the webinar and you can watch it on demand!
Supermarket shelves picked clean of toilet paper. Times Square looking like a ghost town. Healthcare workers in hazmat suits. Millions of Americans in makeshift masks. These will be some of the enduri
Leading a remote team? That’s tough enough. Leading a remote team during a global pandemic while juggling other responsibilities? That’s like changing a flat tire on a car speeding down the highway at
Dear Friends and Colleagues, 2019 saw the continued advancement of the Women’s Leadership Alliance’s (WLA) mission to attract, develop and engage the most promising women leaders in order to grow and
The coronavirus pandemic has disrupted virtually every aspect of daily life. For financial advisors, there’s the added stressor of stock market volatility, which can rattle even the resolve of
Step-by-step insights and resources for women seeking careers in the financial advisory profession JACKSONVILLE BEACH, FL – The Women’s Leadership Alliance (WLA) introduces a valuable new online too
Recently, Mary and Tracy, both WLA founders and board members, joined forces for an innovative shadowing program they hope other firms will emulate.
“In a male-dominated business, McGee Wealth Management is very different,” Linette explains. “We are all female advisors.”
Although she grew up around the family business, Katherine’s first love involved equines, not equities: “I was nine when I started riding horses. That’s all I wanted to do. My parents put me in gymnas
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