Advisor Group Adds Eight Female Advisors, Wraps Up 13th Annual W Forum
Advisor Group, a network of independent wealth management firms, has recruited eight female advisors with a total of $330 million in client assets between them, including three women-led independent financial advisory practices.
Advisor Group, a network of independent wealth management firms, has recruited eight female advisors with a total of $330 million in client assets between them, including three women-led independent financial advisory practices. The company announced the news at its 13th annual W Forum, a conference aimed at helping female advisors to network and build community with other female advisors.
Advisor Group is comprised of FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial and Woodbury Financial.
The newly-recruited firms and advisors are:
- Black Financial Services of Avon, Minnesota, led by Margo Scepaniak, with $126 million in client assets and affiliated with Woodbury Financial Services
- Wayfinder Wealth Management of Santa Maria, California, led by Teri White, with $53 million in client assets and affiliated with FSC Securities Corporation
- Haber Wealth Management of Fort Worth, Texas, led by Tricia Wood, with $70 million in client assets and affiliated with FSC Securities Corporation;
- Elsa Agdinaoay-Segal, Kelle Tom, Glennel Jordan Warren, and Donna Tso joined Royal Alliance along with their firm, Occidental Underwriters of Hawaii. The four have combined client assets of more than $70 million
- Taina Gude, an independent advisor with more than $10 million in client assets, joined AmeriFlex, a large advisory practice affiliated with SagePoint in Las Vegas.
“I’m a strong believer that it will never be enough for our industry simply to hire more women,” said Valerie Brown, executive chairman of Advisor Group. “We must empower women who enter the financial advice profession and give them the career development opportunities they need to flourish and make a major impact on their companies and the clients they serve. The W Forum is a key part of our effort to accomplish that goal.”
The W Forum was held May 1-3 in Indianapolis and introduced Advisor Group’s Women Forward Fellowship program, which will award grants of up to $5,000 to 10 female advisors or registered assistants to participate in coaching or continuing education programs of their choice in order to expand their practices. Recipients will also receive one-on-one mentoring on a monthly basis and take part in a case study to measure results and outcomes. Applications for the program are due on June 7.
Advisor Group also introduced its W Forum Visionary presentations at the event, featuring four women from across the Advisor Group network that gave TED Talk-style addresses on the career- or business-related topic of their choice.
This year’s speakers included Nina Lloyd of Opus Financial Advisors, Pamela Rodriguez of Independent Capital Management, Debra Brennan Tagg of Brennan Financial Services, and Kelly Ryan Smith of Kelly Ryan Financial.
Headquartered in Phoenix, Arizona, Advisor Group is one of the nation’s largest networks of independent financial advisors serving more than 7,000 advisors and overseeing more than $250 billion in client assets.
