Charlotte Magazine: Banking on Female Leadership
March 1, 2024
At financial planning firm Modera Wealth Management, the best seats at the table are always available for women.
I got into the financial planning industry as a second career and fairly unintentionally. Sixteen years ago, at the height of the 2008 recession, I watched countless friends and family members stress about finances and make poor investment decisions based on advice from people who didn’t have their best interests in mind. Many of these friends and family members were women. I knew there had to be a better way, and I was determined to be part of the solution. Continue reading ….
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