Willow

Congratulations Valerie Nichols on becoming a Willow Advisor for Women™ Certificate Holder! Valerie is driven by her passion for building rewarding relationships with clients and exceeding their expectations. With a client-first approach at the heart of everything she does, Valerie is committed to providing holistic financial planning that goes beyond just investment management. She collaborates closely with clients to identify their specific goals, assess their risk tolerance, and create personalized financial strategies that support their long-term objectives. Inspired by the support of female professionals early in her career, Valerie now empowers and educates her clients every step of the way. She’s especially passionate about multi-generational wealth planning and enjoys engaging entire families in financial discussions to facilitate comprehensive wealth management across generations. At Willow, we’re proud to work with advisors like Valerie, who are dedicated to empowering their clients and delivering exceptional service. . . . #financialadvice #financialadvisor #wealthmanagement #womeninfinance  #financialplanningforwomen 

Willow’s CEO and Founder, Lacy Garcia, was recently featured on the Divorce and Beyond podcast. In the episode, Lacy discusses the importance of finding the right financial advisor and how financial empowerment can help you make informed decisions during difficult life transitions. Key discussion points include: 1️⃣ Why it’s never too early or too late to hire a financial advisor 2️⃣ The role of empathy, education, and empowerment in financial advising 3️⃣ How financial guidance helps you navigate divorce and secure your future Thank you, Susan Guthrie, for the great conversation and for sharing these important topics with your audience. Listen to the episode here: https://lnkd.in/e2nkFFke #FinancialAdvice #DivorceSupport #FinancialEmpowerment #DivorceFinancialPlanning #DivorceAndBeyond

Join our CE-approved webinar, "Engaging NextGen Investors", where the Willow team will share essential strategies for attracting and building lasting relationships with these emerging clients.   In this session, you'll learn: - How to communicate effectively and attract NextGen prospects online - The role of technology and building a digital-first presence when engaging these investors - Techniques to deepen your relationships with NextGen clients, including the children of your current clients This Webinar is approved for one (1) CE credit for CFP®, CIMA®, CIMC®, RMA®, CPWA®, and CDFA®. Register in the event link below! . . . #webinar #financialadvisors #wealthmanagement #CEtraining  

Congratulations Chris Bonapace on becoming a Willow Advisor for Women™ Certificate Holder! Chris always planned ahead for his money but after losing his job led to financial strain on his marriage, he found a deep passion in helping others navigate their financial lives when “what if”s become a reality. After losing his job, and navigating his own divorce, Chris developed a passion to help others change the narrative of their own money stories. Chris wants to empower others through education to take control of their financial futures so they can feel confident, connected, and in control. Chris is a strong advocate for women in technology and has experience writing grants to support their endeavors. In his free time you will find him enjoying the thrill of horseback riding, at the rodeo, or on the rugby pitch with the Detroit Rugby Football Club. To learn more about how you can earn your Advisor for Women™ or Advisor for NextGen™ certificate and begin getting exclusive matches of investors looking for a financial advisor, send us a message! #financialadvice #financialadvisor #wealthmanagement #adaptandgrow #greatwealthtransfer #financialinnovation #empoweringinvestors  #investments #wealthmanager  #professionaldevelopment #financialplanningforwomen #financialplanningforher

Willow is proud to join the conversation at the SER Summit for Latin@s in FinServ during Hispanic Heritage Month! Tune in as our Founder & CEO, Lacy Garcia, shares her journey into the financial industry, the story behind founding Willow, and insights on how financial advisors can better serve women and NextGen clients. 📅 October 10, 6 p.m. EDT 📍 Virtual at the Link Below https://lnkd.in/g2vaKcKc . . . #womeninfinance #hispanicheritagemonth #SERSummit

Congratulations Alexandra Rice, CFP®, CDFA® on becoming a Willow Advisor for Women™ Certificate Holder! Alex knows firsthand that financial planning requires creativity, compassion, and adaptability when the unexpected happens. After tragically losing her infant daughter to leukemia, she decided to tailor her practice to guide others through life's toughest challenges. With a focus on helping women navigate major life transitions such as divorce and widowhood, and helping families plan for the unimaginable, she takes a compassionate and empathetic approach to financial planning with a relationship that is built on trust. As the mom of a blended family, she has her hands full most of the time but in her free time enjoys hiking and cooking. She also cantors at her local church and volunteers at one of her local schools. To learn more about how you can earn your Advisor for Women™ or Advisor for NextGen™ Certificate and begin getting exclusive matches of investors looking for a financial advisor, send us a message! #financialadvice #financialadvisor #wealthmanagement #adaptandgrow  #greatwealthtransfer #financialinnovation #empoweringinvestors  #investments #wealthmanager

Willow’s Founder and CEO, Lacy Garcia, was recently featured on the Roadmap to Retirement podcast! In this episode, Lacy discusses the evolving landscape of wealth management, particularly how financial advisors can better support women and younger generations as they take greater control of their financial futures. Listen to the full episode here: https://lnkd.in/gM44vfYB Thanks for a great discussion Alex Neri, CFP®, ChFC®, RICP®! SixPoint Financial Partners . . . #FinancialServices #WomenInFinance #WealthManagement #FutureOfFinance

We’re excited to see our CEO and Founder, Lacy Garcia, hosting the upcoming webinar, Engaging Tomorrow’s Investors, on October 1! As the wealth landscape continues to shift, it’s crucial for financial advisors to understand the evolving demographics shaping the future of finance. 🗓️ Join us on October 1, 1:00 PM EDT 👉 Register Below! . . . #womeninfinance #futureoffinance #financialadvisors #wealthmanagement

On National Son’s Day we want to honor our son’s who make each day better than the last! As parents, we play an important role in shaping the their future including their financial lives. Teaching them the importance of understanding their money from a young age prepares them for the rest of their lives. By starting today, you’re helping set them up for success to be financially confident! #NationalSonsDay #FinancialLiteracy

As women and Millennials take control of more wealth, advisors need new strategies to connect and serve these key groups effectively. In the latest episode of Roadmap to Retirement, Lacy Garcia, founder and CEO of Willow, shares actionable insights on how advisors can effectively connect with these rising client bases. 🔗 Catch the full episode here: https://lnkd.in/gM44vfYB . . . #WomenInFinance #FutureOfWealth #Millennials #WealthManagement