Blog

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] A Tribute to My friend, Kathleen Frost Miller, MBA, CFP®, CDFA by Judith A. McGee, L.H.D., CFP®, ChFC   Have you ever had a friend who was a part of almost every important event in your life?  Someone you loved and...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] HER PATH, Cydney’s Journey, Part Two:  She’s on her way!   Cydney Gutridge is a new financial advisor and WLA Ambassador who is sharing her early-career path with us.  And you won’t believe what Cydney’s accomplished since we last heard...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_empty_space height="18px"][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_video link="https://youtu.be/q1fZpvgIjJM"][vc_empty_space height="22px"][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] Her Path: Christine is a financial planner wearing many hats   Christine Mills, AAMS, Financial Advisor, Raymond James, believes financial planners wear many...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_gallery interval="3" images="19316,19319,19320,19318"][vc_column_text] HER PATH, Cydney's Journey, Part One: "You Can Be What You Can See" Follow Cydney Gutridge's path as she begins her new career as a financial advising professional   Everyone has to start somewhere, right?  My “somewhere” is...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_single_image image="18779" qode_css_animation=""][vc_column_text] Top Wealth Management Advisor Shares Her Heart with the WLA as a Chief Operating Officer to the Secrets of Working with Your Spouse   WLA Projects and Programs Coordinator, Fara Grim sat down with Nicole Louvar, 2022-2023 Mentee,...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_single_image image="18765" qode_css_animation=""][vc_column_text] It's a new year, a new blog post, and authored by a new member of the WLA team!   “There is freedom waiting for you, On the breezes of the sky, And you ask, "What if I fall?" Oh, but my...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text]“No more ‘Sunday Scaries’” Casey Sage shares her story about taking the bold step of making a mid-career change to become a financial advisor.   [/vc_column_text][/vc_column][vc_column][vc_video link="https://www.youtube.com/watch?v=YTxU_zPeXAY"][/vc_column][/vc_row]...

[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text]Ellenore Knight Baker believes, “If there's anything in the world that you need, it's people who love you and meaningful work to do.” And she has found the balance to enjoy both as a financial advisor.   She didn’t take...