InvestmentNews’ Women Advisor Summit 2024 | InvestmentNews | 6 November 2024 | Tribeca Rooftop + 360°, 10 Desbrosses St, New York, NY 10013, USA

This event is dedicated to celebrating the growth and empowering women in the wealth management industry.

The summit is a unique platform where women advisors and their allies can connect, share experiences, and explore the latest industry trends. Attendees will enjoy a seamless experience filled with insightful sessions, interactive workshops, and invaluable networking opportunities.

Get ready to enjoy a day of community, connection and professional development.

Why Attend
• Gain Cutting-Edge Insights: Learn the latest trends and strategies in wealth management, including US election impacts, AI integration, and client acquisition.
• Enhance Professional Skills: Focus on personal and professional growth with sessions on self-management, emotional intelligence, and effective communication.
• Empowerment Through Diversity and Inclusion: Explore supporting women investors and redesigning career paths with practical strategies for a diverse client base and workforce.
• Interactive Learning: Participate in think tanks, panel discussions, and workshops for active learning and real-world application.
• Networking and Mentorship: Utilize networking breaks and mentorship sessions to build professional relationships and learn from industry leaders.

What You'll Learn
• Redesign Your Professional Pathway: Discover new career trajectories and organizational support for your professional journey.
• Navigate the Changing Landscape: Understand post-election impacts on market confidence, asset allocation, and regulations.
• Differentiate Your Strategy: Enhance your approach to various client segments, including women investors and NextGen clients
• Develop Meaningful Mentorships: Maximize mentorships for leadership, empowerment, and professional growth.
• Deepen Client Connections: Create impactful connections with clients, teams, and communities.

2024 Speakers

MODERATORS:

Kate Healy
CEO & Founder, AdvoKate IQ, LLC

Sherri Kitzberger
Founder & CEO, Olympia Wealth & Life Management

Lindsey Lewis
Managing Director, The American College of Financial Services

Tracy Shaw
Head of Client Engagement Strategy, Equitable

Magdalena Johndrow
Financial Advisor & Managing Partner, Johndrow Wealth Management

Hannah Moore
Founder and Owner, Amplified Planning

Leslie Tabor
Director – Advisor Services Business Consulting & Education, Charles Schwab

PANELISTS:

Oscarlyn Elder
Senior Managing Director, Co-Chief Investment Officer, Truist Wealth

Kevin Gordon
Senior Investment Strategist, Charles Schwab

Christine Sol
Investment Strategist, Signature Estate & Investment Advisors

Sunaina Mehra
Partner, Senior Director of Marketing, Francis Financial

Alexandria Nadworny
Partner, Wealth Advisor, Sequoia

Emily Boothroyd
Wealth Manager, Partner, Merit Financial Advisors

Chelsea Ransom-Cooper
Chief Financial Planning Officer, Zenith Wealth Partners

Tarah Williams
President and COO, Prospera Financial

Gabrielle Clemens
Managing Director, Senior Portfolio Manager, RBC Wealth Management

Laura Combs
Managing Director, Mercer Advisors

Jody D'Agostini
Senior Partner, The Falcon Financial Group

Danielle Kelly
Vice President, Charitable Planning Consultant, Fidelity Charitable

Vanessa Martinez
CEO & Managing Director, Expressive Wealth

Pamela Mellor
Associate General Agent, Certified Financial Services

Becca Hajjar
Managing Principal, Chief Business Development Officer, Commonwealth Financial Network

Melissa Walsh
Founder and President, Clarity Financial Design

Jennifer Craig
Regional Director and Financial Planner, Prudential

Elisabeth Dewailly
Senior Financial Advisor, Merrill Lynch

Annette Matthew
Financial Advisor, Edward Jones

Carina Diamond
Chief Growth Officer, Gries Financial Partners

SPEAKERS:

Beth Lawlor
President, Private and Affluent Wealth Client Management, U.S. Bank Wealth Management

Jennifer Rutley
Principal, Hidden Insights Group

Kerry Keihn
Partner & Financial Advisor, Earth Equity Advisors

Emily Promise
Partner, Financial Advisor, Blakely Financial

2024 Sponsors

GOLD SPONSORS:
• Charles Schwab
• Guardian
• US Wealth Management

SILVER SPONSORS:
• Commonwealth
• Domini
• Equitable Advisors
• Fidelity Charitable
• Prudential
• RFG Advisory

ASSOCIATE SPONSORS:
• Assetmark
• Compliance Risk Concepts
• Zeplyn