Be a Voice for Change
Growing the Voice of Women in Financial Services
As leaders in financial services, we act as advocates that work to support diversity and promote progress in the industry. Join us in our commitment to champion women in the industry and create a more inclusive financial services industry.
Women Working in Wealthsm Podcast
Promoting Mentorship and Action to Advance Women
Join host Lindsey Lewis MBA, CFP®, ChFC® for candid conversations with women working in wealth and their allies who have created unique career opportunities and are dispelling myths around gender parity and female influence in the profession.