Women Financial Advisors Network
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Learn moreOur stories
A Family Affair
For Thomas and Terrance Dedrick, understanding the importance of legacy and financial literacy is key to creating Black generational wealth.
Emotionally invested
Mary Clements Evans combines her passion for neuroscience and expertise in finance to help clients achieve their dreams.
Harmony and Opportunity
Michelle Marquez is being intentional with the next phase of her practice and career.
Cultivating kinship and demonstrating leadership
Scanlan’s Chicago practice is built on principles of service and leadership honed by West Point, the U.S. Army and a career that has spanned aerospace to investment banking. His veteran clients in particular get where he’s coming from.
An interview with Steven Schmitt
From studying meteorology to becoming a financial advisor, Steven Schmitt has combined his passions to make a difference.
Inspiring balance, empowering women
Branch manager Traci Richmond is committed to her team’s well-being while encouraging the next generation of women in finance.
Advisor Inclusion Networks
Focused on growth – professional and personal
The Advisor Inclusion Networks support the recruitment and development of the profession’s best and brightest women, Black, LGBTQ+ and veteran financial advisors through year-round networking opportunities, symposiums and educational programs. Members draw strength from shared experiences, transcend boundaries and lead change. We welcome advisors – and allies – with a demonstrated commitment to serving these communities who are ready to pave the way for growth.