This group offers you an opportunity to network and share ideas with Women Advisors from across the nation. We will also update you on plans for our live Women Advisors Forum meetings in New York, Dallas, Chicago and California. LinkedIn


Hilton Hotel Midtown

New York Hilton Midtown
1335 Avenue of the Americas,
New York, New York, 10019


Karen Altfest Karen Altfest
President & EVP
Altfest Personal Wealth Management
Eleanor Blayney, CFP Eleanor Blayney, CFP
Consumer Advocate
Certified Financial Planner Board of Standards
Sandy Bolton Sandy Bolton
Managing Director, Head of Investment Solutions - Managed Solutions Group
Merrill Lynch
Deb Buzick Deb Buzick
Managing Director, GWIM Compliance Executive
Bank of America / Merrill Lynch
Kim Ann Curtin Kim Ann Curtin
The Wall Street Coach
Deborah Fox Deborah Fox
CEO and Founder
Fox Financial Planning Network
Janet Kelly Janet Kelly
Vice President
Pershing, a BNY Mellon company
Lisa Kent Lisa Kent
Senior Vice President-Investments and Wealth Management Advisor
Merrill Lynch
Alexandra Lebenthal Alexandra Lebenthal
President and CEO
Lebenthal Holdings
Laura V. Morrison Laura V. Morrison
SVP, Global Head of Exchange Traded Products
BATS Global Markets
Melissa Rosenbaum Melissa Rosenbaum
Senior Marketing Manager
TD Ameritrade Institutional
Jill Schlesinger, CFP Jill Schlesinger, CFP
Business Analyst
CBS News
Nancy Schulman Nancy Schulman
Partner, Executive Director of Strategy
Michelle Smith Michelle Smith
Co-Founder and CEO
Source Financial Advisors, LLC