Dossier – Armand Financial
Think Net Tailored Wealth Solutions Sarah A. Ramirez, President A Strategic Merger Built on Family, Excellence, and Growth Sarah A. Ramirez, a Forbes-recognized Top 50 advisor and founder of Armand Financial, has joined forces with her husband, Gerardo “J.J.” Ramirez Jr., Head of Agency and CEO of Think Net Tailored Wealth Solutions. Together, […]
Dossier – Frost Bank
Cindy Snyder, Vice President, Private Banking Gloria Connor, Vice President, Private Banking Regina Garza, Wealth Advisor, Wealth Management, (Not pictured) Maralessa Gonzales, Assistant Vice President, Private Banking How do you tailor your financial strategies to fit each client’s goals and lifestyle? Wealth management allows me to build meaningful relationships with clients […]
Dossier – Lisa Benton
Lisa Benton Financial Advisor CFP®, QPFC at Morgan Stanley What do you want women to know about taking control of their financial future? With the right guidance, every woman has the potential to shape her financial future. My role is to provide clarity, guidance, and a holistic plan so she confidently makes […]
Sendero’s Female Leaders
Wealth Without Limits: Sendero’s Female Leaders on Full-Service Advisory Inside the Partner-Led Firm Redefining Integrated Wealth Management Sendero has become known for its integrated approach to wealth management. How do you differentiate yourselves from traditional investment advisors? Elizabeth Crawford, Partner | CEO | The Women’s Initiative Founder: While many firms provide […]
New Year, New Home
New Year, New Home Courtney Balsam Interior Design By Courtney Balsam, Owner & Principal Designer Photography By: Glass Lake Media A new year often inspires change—new routines, new goals, and a renewed sense of self. While many resolutions fade by February, one refresh that continues to give back is reimagining your home. […]