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

To bring you a meaningful and valuable 2024 Summit experience, we’ve engaged the community to spotlight desired topics and discussions most pertinent to women in wealth, your networks and your clients. The summit has harnessed insights from female financial advisors, constructing a comprehensive agenda that embodies female leadership, success stories, inspiration, and trailblazing. Central to this event is networking and cooperation, offering a platform for connecting with accomplished leaders and fostering ambition. Engage in roundtable talks, peer learning, Q&A sessions, and more alongside fellow peers.

Why you should attend:
• Connect with Trailblazing Leaders: Uncover Their Success Strategies
• Unlock the Power of Your Personal Brand to Build Your Business
• Scale to Success: Get Tools to Grow Your Business at Every Stage
• Explore Victories in Different Business Models
• Leverage Your Community to Futureproof Your Business 
• Get expert analysis of the current market—and opportunities women have for driving it forward

2024 Speakers

Laura Combs
Managing Director, Mercer Advisors

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

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

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

Jennifer Rutley
Principal, Hidden Insights Group

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

Emily Boothroyd
Wealth Manager, Partner, Merit Financial Advisors

Jennifer Craig
Regional Director and Financial Planner, Prudential

Jody D'Agostini
Senior Partner, The Falcon Financial Group

Elisabeth Dewailly
Senior Financial Advisor, Merrill Lynch

Carina Diamond
Chief Growth Officer, Gries Financial Partners

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

Kevin Gordon
Senior Investment Strategist, Charles Schwab

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

Kate Healy
CEO & Founder, AdvoKate IQ, LLC

Pamela Mellor
Associate General Agent, Certified Financial Services

Magdalena Johndrow
Financial Advisor & Managing Partner, Johndrow Wealth Management

Kerry Keihn
Partner & Financial Advisor, Earth Equity Advisors

Danielle Kelly
Vice President, Charitable Planning Consultant, Fidelity Charitable

Lindsey Lewis
Managing Director, The American College of Financial Services

Sherri Kitzberger
Founder & CEO, Olympia Wealth & Life Management

Vanessa Martinez
CEO & Managing Director, Expressive Wealth

Annette Matthew
Financial Advisor, Edward Jones

Sunaina Mehra
Partner, Senior Director of Marketing, Francis Financial

Hannah Moore
Founder and Owner, Amplified Planning

Alexandria Nadworny
Partner, Wealth Advisor, Sequoia

Emily Promise
Partner, Financial Advisor, Blakely Financial

Tracy Shaw
Head of Client Engagement Strategy, Equitable

Christine Sol
Investment Strategist, Signature Estate & Investment Advisors

Melissa Walsh
Founder and President, Clarity Financial Design

Tarah Williams
President and COO, Prospera Financial

2024 Sponsors

GOLD SPONSORS:
• Charles Schwab
• Guardian
• Wealth Management

SILVER SPONSORS:
• Commonwealth
• Domini
• Equitable Advisors
• Fidelity Charitable
• Prudential
• RFG|Strong Her

ASSOCIATE SPONSORS:
• Assetmark
• Zeplyn