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
Current Issue


- Yes, to Another Wirehouse or Regional Firm.
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14%
- Yes, Considering Independence.
-
14%
- No.
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71%

























