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 […]
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 […]
Showcase – Milea Amanai
Milea Amanai American Katerra By Rudy Arispe | Photography by David Teran Although Milea Amanai was born in Tokyo, she spent her formative years growing up in Dubai, UAE, and later rural Montana, so she never had an opportunity to experience her Japanese culture. However, after high school graduation, she made […]