Strongly attuned to the purpose behind money, our female leaders are raising the bar in our industry.
With a commitment to all aspects of diversity – and women leading large markets and service offerings from coast to coast – our leadership team is uniquely positioned to understand and meet clients’ real-world objectives. We invite you to learn more about some of the experts and how they are helping clients realize the full potential of their wealth.
“Wealthy families don’t want their children to become demotivated… those who succeed teach their children to earn rewards…”
Michele leads our professionals in the western United States to improve the financial outcomes and experiences of high-net-worth families and business owners.Michele's Perspective arrow_forward
“My advice to parents is this: The amount you should give your children is the amount you prepare them for.”
Pam leads a national team of trust and estate professionals to help clients achieve their goals through the use of world class tools and techniques, with an eye toward the human element of wealth and family dynamics.Pamela's Perspective arrow_forward
“The most powerful advice we can give clients illuminates possibilities and empowers them to consider doing more during their lifetime.”
Katie is a globally-recognized market commentator and directs the investment management activities of portfolio managers across the nation, with a focus on empowering clients to achieve more with their wealth through portfolio construction and goals-driven investing.Katie's Perspective arrow_forward
“Without purpose and intention, the blessing of wealth can turn into a burden. Families who clearly articulate their vision and desired legacy tend to be more successful passing their wealth on to future generations.”
Linda leads a team of investment, trust and banking advisors who collaborate to help clients achieve their goals and realize the full potential of their wealth.Linda's Perspective arrow_forward
"Our industry is getting better at taking the time to actively listen to what women have to say about their priorities rather than assuming we know what they are."
Glenda leads a national practice of banking professionals to help individuals, business owners and companies improve their financial plans through sophisticated lending solutions.Glenda's Perspective arrow_forward
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Our Wealth Management group offers services and solutions to a wide range of clientele. Some of our key clients include: