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Today, women across the financial services industry are immersed in the issues of legacy. Enabling clients to build and preserve wealth in order to bestow a meaningful gift to the next generation is one of financial advisors' most important responsibilities – particularly as the Baby Boomer generation proceeds into retirement in record numbers.
Yet, as financial advisory continues to evolve, with demand for female advisors at an all-time high, women in the business are also endeavoring to create a professional legacy, both personally and collectively. They are reflecting on the values, principles and guidance they wish to impart to the next generation of female financial professionals. Women in advisory also are taking steps to realize these aspirations through their approaches to mentorship, professional development, and succession planning.
In this year's Lessons Learned, leading female financial advisors and other accomplished executives share their valuable perspectives, experiences and insights on shaping legacy for their clients as well as themselves – bringing fresh sincerity and depth to the multifaceted legacy conversation, and helping pave the way for a new generation of advisors.
-- Anastasia Amoroso, VP, Global Market Strategist, J.P. Morgan Funds
-- Barbara Best, Principal, Capital Strategies Investment Group, LLC
-- Barbara Delaney, Principal, StoneStreet Equity
-- Carole Ford, President, Chief Executive Officer, Ford Financial Gorup
-- Carrie Coghill, President, Chief Executive Officer, Coghill Investment Strategies, LLC
-- Jessica Jones, Financial Advisor, Edward Jones
-- Julia Bates, Managing Director, Head of Individual and Business Retirement, J.P. Morgan
-- Kathleen Kelly, Managing Partner, Compass Financial Partners, LLC
--Lee Spelman, Managing Director, Head of U.S. Equity Client Portfolio Managers, J.P. Morgan
--Melissa Harrison, Managing Director, Private Wealth Advisor, Corrado-Harrison and Associates, Merrill Lynch
--Melissa Spickler, Managing Director, Wealth Management Advisor, The Spickler Group, Merrill Lynch
--Clare Hart, Managing Director, Portfolio Manager, U.S. Equity Group, J.P. Morgan
--Kim Sharan, President, Financial Planning and Wealth Strategies, Chief Marketing Officer, Financial Services, Inc.
--Kimberlee Orth, Private Wealth Advisor, Ameriprise Financial Services, Inc.
--Marja Norris, Senior Vice President, Retirement Plan Consultant, Wealth Advisor, Norris Wealth Management Group, UBS
--Mary-Ann Bunting, Private Wealth Advisor, Ameriprise Financial Services, Inc.