Banco Popular de Puerto Rico

Patte Lee earned a BBA with a concentration in insurance from Howard University, and an MBA from Georgia State University. In addition to the Certified Financial Planner designation, Ms. Lee has also earned the CDFA™ (Certified Divorce Financial Analyst) and RPA (Retired Plans Associate) designations.\n \nPatte was honored by D Magazine in December, 2008 and 2009 as one of Dallas’ Best Financial Planners.\n\nMs. Lee began her career in financial services approximately 18 years ago. She has worked for Fortune 100 companies such as Aetna, UNUM, Travelers, and MARSH USA in senior sales and advisory positions. In addition to extensive experience with employee benefits and pensions, she worked as an assistant pension actuary for over 4 years.\nRegistrations & Licenses \nNASD Series 7 Registration (General Securities Representative)\n NASD Series 63 (Uniform Securities Agent State Law Examination)\n NASD Series 65 Registration (Registered Investment Advisor Examination)\n Group I Insurance (Life, Health and Disability)\n Community Involvement\n \n Board member and development Co-chair for Our Friend’s Place \n Member, Dallas Estate Planning Council\n Member, CEO Netweavers\n Board member and membership chair for the Executive Women’s Golf Association, Dallas chapter\n Host of weekly financial radio program for Reading and Radio Resource\n \n Patte Lee, CFP®, CDFA™\n Patrisha (Patte) Lee is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, Inc., Member SIPC. Supervisory office: 10000 North Central Expressway, Suite 1200, Dallas, Texas 75231 (972) 348-6300.\n Instructor for “Financial Literacry for Women” – SMU Continuing Education\n \n \n

It has been said that, "When love and skill work together, expect a masterpiece." Those words fittingly describe Faust-Boyer Group Senior Vice President Lynn Faust. A 30-year veteran of the financial planning industry, Lynn exudes a love for her work, her clients and her team. And her level of skill is evident in her numerous awards and accomplishments.\n The Faust-Boyer Group of Raymond James is the realization of a dream that began 30 years ago when Lynn, a former educator, started a new career in financial planning. Understanding that a one-size-fits-all approach is not a financial services solution, Lynn’s dream was to create a highly knowledgeable team to develop, monitor and service comprehensive, customized financial plans to meet individual needs and goals.\n An award-winning advisor specializing in asset allocation, Lynn was the first female branch manager for Raymond James, the first woman to serve on the Raymond James Executive Council, has achieved membership in the Raymond James & Associates Chairman’s Council every year since 1989, and is a certified Raymond James Investment Management Consultant.\n In 2010 and 2011, Barron’s named Lynn to its Top 1,000 Advisors list and ranked her fifth on the list of Top Advisors in South Carolina for 2011. Additionally, Lynn was named the 2010 Woman of Distinction for the Atlantic Division of Raymond James & Associates for her outstanding community contributions as the volunteer coordinator for the annual BI-LO Charity Golf Classic. Also in 2010, The Faust-Boyer Group received the Business Integrity Award for Community Service from the Better Business Bureau of upstate South Carolina.\n Lynn believes that education is the key to success. Armed with an education degree from North Carolina’s Guilford College, Lynn moved to Guam fresh out of school where she taught elementary grades for three years. "That was a life-changing event for me," she says. "I was challenged to effectively teach those who were at different knowledge levels and I developed a real passion for doing so." Ever the educator, Lynn continuously studies financial products and trends to keep her clients abreast of market changes.\n A recognized community leader, Lynn serves as a board member of United Way’s Women Leadership Initiative, as treasurer of the Greenville Technical College Foundation, and as vice president for BI-LO Charities, where she directs more than 700 volunteers for the annual BI-LO Charity Classic golf tournament.\n

Zohar Swaine oversees the TD Ameritrade Institutional Strategy, Analytics, and Reporting group. In this role, he is responsible for designing and implementing advisor-based strategies as impacted by new product and capability introductions, sales and servicing strategy, marketing, client segmentation, and other internal processes.\nPrior to joining TD Ameritrade Institutional, Swaine worked for JP Morgan and First Manhattan Consulting Group in similar roles.\nSwaine graduated from the Stern School of Business at the New York University with a concentration in Finance and International Business.

Ms. Wimbish is the director of Retail Retirement, a part of Wells Fargo Retirement. In this role, she leads a department of over 230 team members, all of whom are focused on increasing Wells Fargo’s ability to help retail customers, through multiple channels, plan for and live a comfortable retirement.\nTo accomplish this goal, Ms. Wimbish and her team are focused on working with key partners across the organization – Wells Fargo Advisors, Wells Fargo Wealth Management and Wells Fargo Community Bank – to implement strategies that engage more current and prospective customers in retirement planning, products and services. \nMs. Wimbish joined Wells Fargo Retirement after five years leading the Latin America Group of Wachovia Securities, LLC headquartered in St. Louis, Missouri. In this role, she was responsible for all activities conducted through offices in four southern hemisphere countries, as well as through the Miami and New York International Offices and a branch in San Juan, Puerto Rico. Prior to assuming this role, she held previous positions as the Chief Operating Officer of Wachovia Securities Financial Network, Chief Administrative Officer of the firm’s Independent Brokerage Group, and head of relationship management and brokerage operations at the firm’s investment management subsidiary. She joined the firm in 1996. \nMs. Wimbish’s background includes 17 years in banking, both commercial and retail, as well as roles in credit administration, project management and training. \nMs. Wimbish is a summa cum laude graduate of the University of Richmond with a B.A. in mathematics and economics. She holds the Chartered Financial Analyst designation, and is a graduate of the School of Banking of the South and the Securities Industry Institute at Wharton. Her past community activities include Leadership Metro Richmond, the United Way, and the Girl Scouts Council. She and her husband live in Charlotte, North Carolina.\n

\n\n\n\nUntitled Document\n\n\n\nShe has been a financial advisor for 18 years.\nShe was an advisor in Washington DC from 1992- 1999.  During that time she also coached other advisors.  She was a media representative for American Express Financial Advisors appearing as an expert on Good morning America, PBS, CNBC, and many radio talk shows.  She was also invited to the White House by the Clinton administration in recognition of work that she had done with the Women’s Bureau in regards to Women and financial planning. While in private practice in Washington DC she was also given the President’s Recognition Award from American Express Financial Advisors for quality of advice.\nIn 1999 she left private practice to move to Dallas as the Vice President for American Express Financial Advisors.  She was there for two years.\nIn 2002 she was asked to return home to Southern California as the VP for Ameriprise, coaching\/ leading over 350 advisors.   \nAfter over 10 years, training and leading 1000+ advisors in DC, Dallas, and California she returned to private practice to be closer to home and her growing family.\nShannon is now an independent Certified Financial Advisor running a private practice; Ryan and Associates in Hermosa Beach.  She is thrilled to be back working directly with families, businesses and non-profit organizations.\nShannon has been married to Chris Ryan for 21 years and has two girls Lauren (7) and Taylor (5).  She lives in Manhattan Beach, California.  \nShe is a member of Manhattan Beach Rotary, Pacific PTA (board member), founder of The Beach List; trusted professionals, and LMB class of 2011.\n\n\n

Cinda Jones, CFP, CDFA, is a divorce only financial consultant who provides services to couples, individuals, their attorneys, and other advisors before and during the divorce process.  Consulting services also include prenuptial and postnuptial financial agreement analysis.\nMs. Jones has been a Certified Financial Planner since 1987 and a Certified Divorce Financial Analyst since 1997.\nShe is a trained collaborative professional.  Ms. Jones is a member of the Collaborative Family Law Group of San Diego since inception (1999) and a member of the International Academy of Collaborative Professionals.\nMs. Jones has completed 40 hours of Mediating Divorce Agreements and 12 hours of Advanced Divorce Mediation.\nMs. Jones has a Bachelor of Science degree from Northern Illinois University.\nShe is an experienced speaker who has provided divorce financial education programs to groups and organizations such as the Financial Planning Association National Conference September 2011;  San Diego County Bar Association; Institute for Divorce Financial Analysts;  San Diego CPA-Personal Financial Planners; Financial Planning Association – Retreat; and San Diego National Association of Personal Financial Advisors.\nShe has provided expert testimony regarding the fiduciary and professional standards for financial planners who work with parties in the divorce process. \nIn addition, Ms. Jones has provided expert testimony in connection with tracing assets for fiduciary accounting, pension plan division, separate property reimbursement, and Epstein credits.  \n

Dawn Quinlivan is a Vice President with the Private Client Group division of Chartis. In this role, Dawn oversees strategic alliances between Private Client Group and non-insurance advisors who also serve high net worth individuals and families. She introduces advisors in the financial planning, wealth management, accounting, legal, estate, investment, banking and real estate channels to expert resources and business models that successfully incorporate personal property\/casualty insurance.\nDawn’s financial services experience spans over 30 years. Prior to Private Client Group, sheheld a series of positions within the AIG organization including Regional Underwriting Manager, Assistant Vice President for the Middle Market, Commercial Segment and Benefit Brokerage Executive serving the San Francisco, New York and Boston regions. She holds both an Associate in Underwriting (AU) and Associate in Risk Management (ARM) designations. Posts prior to Chartis and AIG include Bank of America, Frank B. Hall & Co. and AON, serving consecutively as Marketing Director Property Casualty and Corporate Vice President, General Manager and Founder for the Environmental Risk Division based in Washington,D.C. and New York.

Jennifer Williams joined Merrill Lynch as a Financial Advisor in 2002 from Goldman Sachs and has been in the financial services industry since 1998. Previously she was Associate Director for Golden Gate Pacific and Los Angeles Mountain Regions.\nWilliams received her BA in Biology from Stanford University and her MBA in Analytic Finance from the University of Chicago Booth Graduate School of Business. She has also earned both her CFP and CIMA designations. \nThe Merrill Lynch Newport Beach office focuses on delivering wealth management solutions to high net worth individuals and businesses while delivering unparalleled service. Our goal is to assist our clients in wealth accumulation, wealth preservation, and wealth transfer strategies through comprehensive financial planning. The process includes asset allocation, portfolio management, liability management, tax minimization, and asset protection. We also assist our clients with concentrated stock positions and hedging and liquidity strategies through alternative investments, collars, and customized liquidity contracts. We work with business owners through all stages of their life cycle, from growth to maturity, by providing cash management for day-to-day operations, short-term financing for capital expansion, long-term financing for equipment or acquisition of a new site. Our clients have access to a full range of flexible financing products. We also provide succession planning, the private sale of businesses and group benefit plans.