Dossier – Kin Wealth
Rebecca Boyd, CWS®-CEO and Founder of Kin Wealth | Victoria Martinez, CFP®, Financial Advisor How do you tailor your financial strategies to fit each client’s goals and lifestyle? Rebecca: At Kin Wealth, we start by listening. Every family has its own story, values, and priorities, and our job is to understand those […]
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 […]
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 […]
Profile – Heather Walsh, CRPC™
Heather Walsh, CRPC™ Leading with Purpose in Merrill Wealth Management As the Market Executive for Merrill Lynch Wealth Management in the Lone Star Market, Heather Walsh oversees a dynamic network of financial advisory teams across four key Merrill offices: San Antonio, La Cantera, Corpus Christi, and McAllen. With a career spanning over […]
She Holds the Future
Why Women Must Get Ready for the Great Wealth Transfer By Melinda Adams, Financial Advisor, CEPA® This month, as I blow out another birthday candle, I find myself thinking less about age—and more about legacy. Not just mine, but ours. Because right now, something big is happening in the world of money. […]