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 tool for young women and mid-career changers, MyAdvisorPath.com. This comprehensive website is designed to help women discern whether a career...
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 gymnastics, softball and all sorts of things, but all I ever...
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,” ...
[vc_video link='https://youtu.be/NoU_2TohnzU'] [vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] 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...
[vc_video link='https://youtu.be/-WaHuzvMU-A'] [vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] 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...
[vc_video link='https://youtu.be/XrBTbTV-E9w'] [vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] 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...
[vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] “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...