Vice President, Advisor Coaching and Productivity, Raymond James
BREAKOUT SESSION
TRAILBLAZING WOMEN IN FINANCE: REAL STORIES WITH WEALTH MANAGERS
This session will feature candid conversations with leading female wealth managers who have broken barriers and made significant contributions to the field. Attendees will gain valuable insights on what it’s like to be a female wealth manager, learn about their unique approaches to wealth management, and discover actionable advice for aspiring finance professionals. Don't miss this opportunity to be inspired by the stories of women who are shaping the future of finance.
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Bio
Theresa leads the Experienced Advisor Coaching Team here at Raymond James, responsible for the Private Wealth Advisor Program and the other experienced advisor coaching offerings. She helps advisors gain confidence, competence, and credibility, strengthening their relationships with clients. Theresa is passionate about showing others how to leverage strategic partnerships to grow and achieve their greatest potential. Theresa has over 17 years of experience in the industry, starting her career at UBS Wealth Management in 2005 and held various positions at their home office representing the Advisory Business, Asset Management, the Private Bank, as well as International channels. Theresa transitioned into field leadership as the Assistant Market Head for the Greater Florida Market and then the Executive Director for the St. Petersburg Branch prior to joining Raymond James.