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 knew early on in law school that...
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 interaction with people than she realized she’d...
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 are men. That gender gap means the...
“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 tennis swing, mentors can play a...
“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 – inspired her to swap one career...
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 solid upbringing. Because of how hard...
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 protect Great Smoky Mountains National Park. So, it’s not surprising that while...
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. Facebook’s Mark Zuckerberg had Steve Jobs. Microsoft’s Bill Gates has Warren Buffett....
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 where she was named President in June. Like most stories of success, Perry’s started...