Amanda Schiavo

Wealth management allows veterans the chance to help each other in a meaningful way.

As the first woman executive at Carson Group, Teri Shepherd made it a priority to increase the number of women advisors at the firm.

Keith Apton got his first taste for finance while still in college.

As head of the Fiduciary Trust’s New York division, Paulina Mejia in charge of growing the firm’s private wealth business in the region.

A chance encounter in an elevator set Merrill Lynch advisor Adam Rosenfeld on a new path.

A “broad blended skill set" is part of what Voya Investment Management CEO Christine Hurtsellers says helped her become a better leader.

More advisors can’t ignore the call to go independent.

This debt “can hurt their ability to take on long-term financial planning because they are concerned with reaching a zero point,” says one therapist.

Scheduling freedom allows for more time with the kids, say those in the industry.

Chris Fils was once one of the wirehouse's youngest branch managers.