Moderator: Frances A. McMorris, Editor-in-Chief, ON WALL STREET
Panelists: Shirley Quackenbush, CPWA, Senior Vice President, Wealth Management Advisor, MERRILL LYNCH
Shannon T. Ryan, CFP, RYAN & ASSOCIATES, A PLATINUM FINANCIAL SERVICES PRACTICE OF AMERIPRISE FINANCIAL
Debra Taylor, CPA/PFS, Esq., LPL Investment Advisory Representative and Wealth Manager, TAYLOR FINANCIAL GROUP, LLC
Joni Youngwirth, Managing Principal, Practice Management, COMMONWEALTH FINANCIAL NETWORK
Closing Keynote: A New Era of Women and Financial Planning-
Marissa Fox-Foley, Senior Vice President, Advisor Marketing, LPL FINANCIAL
- Yes, to Another Wirehouse or Regional Firm.
- Yes, Considering Independence.