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
For over 75 years, many of the most complex financial institutions in the world have chosen to work with Pershing because our success is measured by one simple benchmark: our clients success. In an ever-changing marketplace, through times of global instability, we have been trusted, tested and proven to protect our clients interests while providing them with the most innovative solutions possible. Our clients are leaders in their fields and they choose Pershing because we are a leader in ours.
TD Ameritrade www.tdameritrade.com
For nearly 40 years, weve been empowering clients by helping them take control of their financial lives. Today, were proud to continue to deliver exceptional access to education, resources, and service to help you pursue your goals with confidence.
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. These efforts have always been possible because of the standards of doing business we set for ourselves and measure our success against.
Fox Financial Planning Network www.foxfinancialplanningnetwork.com
Fox Financial Planning Network (FFPN) is transforming the way advisors operate by providing the tools, templates, workflows and consulting to systematize the delivery of their client services. FFPN provides a comprehensive set of resources enabling advisors to increase efficiency, profitability, automate the delivery services and compliance procedures, scale their practices, while growing their firms.
J.P. Morgan www.jpmorgan.com
J.P. Morgans Corporate & Investment Bank is a global leader across banking, markets and investor services. The worlds most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $20.5 trillion of assets under custody and $433 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Further information about J.P. Morgan is available at www.jpmorgan.com.
The Structured Investments division within J.P. Morgans Corporate and Investment Bank is a leading provider of structured products both within the U.S. and across the Americas. We offering a full range of customized and innovative investment solutions and services across all asset classes and underlyings to both private clients and institutions.
For more than eight decades, the name Lebenthal has resonated within the financial services industry. Founded in 1925 by husband and wife Louis and Sayra, Lebenthal has long been well-regarded for its innovation and first-class client service. Throughout its history, it has remained a family-run business, and in 1995, Alexandra Lebenthal was elected president, becoming the third generation Lebenthal to serve in that role - a role she still holds today. The firm recently added Lebenthal Wealth Advisors, LLC, a registered investment advisor, enhancing its ability to continue to serve both institutional and retail clients by providing a broad range of products and services. Lebenthal Wealth Advisors is a firm where financial advisors and clients experience a mutually respectful, entrepreneurial, client-driven business culture. Lebenthal Wealth Advisors is proud to be a leader for the continuance and expansion of the firm's history of outstanding client service.
Loomis, Sayles & Company www.loomissayles.com
Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firms performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions. Using foresight and flexibility, Loomis Sayles looks far and wide for value across traditional asset classes and alternative investments to pursue attractive, sustainable returns for clients.
Raymond James www.raymondjames.com
Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Our stock is traded on the New York Stock Exchange (RJF).
Through its three broker/dealer subsidiaries, Raymond James Financial has more than 6,200 financial advisors serving approximately 2.6 million accounts in more than 2,600 locations throughout the United States, Canada and overseas. In addition, total client assets are approximately $483 billion.
Signator Investors, Inc. www.signatorinvestors.com
You want to be independent, yet connected to a national network that understands you and your vision of success. You want the opportunity to collaborate with top financial professionals. You want to associate with a firm that values your experience, recognizes your accomplishments and rewards you for it.
At Signator Investors, Inc., youre part of a family thats singularly focused on helping you do whats right for your clients. People who care enough to learn and understand your goals while focusing on helping you reach them.
The reliable source for institutional buy-side, broker dealers, financial advisors, traders and middle market investors.
For their fixed income security needs, investors turn to Tradeweb Direct. We provide real-time execution so you can trade efficiently from our inventory of more than 105,000 live offerings from over 175 firms.
Tradeweb Direct is built on an established institutional infrastructure so you get real-time inventory, accurate and competitive pricing, and quality execution. Our systems have been engineered with extensive input from the industry, resulting in an easy-to-use, intuitive system. And with streamlined post-trade processing and comprehensive integration with internal and third-party systems, we make it easy for seamless front-to-back connectivity, order validation and post-trade executions.
Waddell & Reed Financial Advisors www.waddell.com
Ranked by Financial Advisor Magazine among the top 10 Independent Broker/Dealers for 2015, we provide an environment which seeks to combine the philosophical and practice model flexibility of an independent model with the support and resource infrastructure of a full-service firm in a culture that feels advisor-focused and client-centric.
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