We congratulate Samantha Barbee on stepping into the role of Chief Operating & Financial Officer at Candid. We’re grateful to have played a role in placing Samantha in this position and look forward to seeing her thrive.
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Broker-Manager of Metropolis Real Estate Services 🏡 Elevating your Real Estate experience ✈️ Join the journey 📝 Licensed in Tennessee & Mississippi
Grateful for these kind words from a client. Recognizing my commitment I am more than happy to go above and beyond. #ClientReview #CommercialPropertyInvestment #RealEstateSuccess #realestateinvestor
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As one of the personal case studies profiled in our The Fifth Trimester + Vivvi white paper, "The R.O.I. of Caregiving Benefits" PwC's brilliant Well-being Leader and Managing Director DeAnne Aussem, NBC-HWC, PCC, CHIC shared her story so we could show the impact she's made growing her family and her career at PwC simultaneously. I love a woman who loves numbers. Check these out: 22: number of years at PwC 75,000: employees globally who are reached by the well-being programs she's helped develop 4: different fertility benefits she and her wife used to conceive/adopt their two kids 14%: increase in self-identified LGBTQ+ representation at the firm just in the last year! Every one of those stats (and more) has calculable R.O.I. (and is also just, ya know, wonderful). So proud to get to feature you, DeAnne!
Wellbeing Leader @PwCUS | Mindset, Resilience & Lifestyle Medicine Coach | Proud LGBTQ+ wife and mom | Positive deviant, trailblazer, inclusive leader and culture warrior | CHIEF Member | she/her/hers
I recently sat down with Lauren Smith Brody, founder of The Fifth Trimester, to discuss the many ways PwC’s benefits support our people and how they have personally helped my wife and I grow our family. 👩👩👧👦 💕 Find the full story here: https://bit.ly/48suFMK
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Today marks a special milestone as we celebrate 7 years of your incredible journey with us. Your hard work, dedication, and passion for what you do have made a lasting impact on our team and the company. #HappyAnniversary #WitekWealthManagement #FinancialPlanning #FinancialAdvisors #LaSalle
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I have always been blessed with a great colleagues and clients who listen and follow advice. It is always a team effort. #Investing#forbes #shookresearch #wealthmanagement #financialadvisor #ForbesTopAdvisor #ForbesSHOOKTopAdvisor
We're happy to announce that for the sixth year in a row, Tom Foley has been named one of the 2024 Best in State Wealth Advisors by Forbes. Please join us in celebrating this achievement by congratulating Tom and the entire Hightower Omaha team!
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The last few years have been filled with challenges, growth, and invaluable lessons, and I'm incredibly proud to have reached this milestone. Reflecting on this journey, I wanted to share some of the lessons I’ve learned along the way: 1. Teamwork: Success is rarely achieved alone. Being part of an exceptional team has been a cornerstone of my growth. I've learned that collaboration, communication, and mutual support are essential for achieving our collective goals. 2. Perseverance: The path to success is rarely linear, and there were moments when the road ahead seemed uncertain. But I pushed forward with unwavering determination, knowing that every challenge was an opportunity for growth. 3. Do the right thing: Integrity is non-negotiable. Always prioritize ethics and integrity in every decision, no matter how tough. 4. Be yourself: In a world where our personal and professional lives often intersect, finding the balance between authenticity and professionalism can be difficult. This was something I struggled with in the early days of my career as a new female advisor, feeling that I needed to maintain a “business-like” & serious demeanor at all times. Authenticity and professionalism are not mutually exclusive. Don’t be afraid to let your personality shine through. Embrace your unique strengths, quirks, and passions. It’s what makes you shine! 5. Lift as you climb: As we navigate our own professional journeys it can be easy to forget about those beside or behind us. As I reflect on my own journey, I realize how crucial it was to have mentors who believed in me and provided guidance. Champion others. Support and empower those around you, celebrating successes and creating an environment where everyone can thrive. 6. Stay Curious: The learning never stops. Albert Einstein once said, “I have no special talent. I am only passionately curious.” While I might disagree with the notion that Einstein had “no special talent,” the truth is – without his passionate curiosity, he might’ve never solved the riddles of the universe. Stay curious, ask questions, and seek out new opportunities for growth and development. Above all, the key to success lies in passion and genuine love for what you do. I wake up every day excited to connect with clients, solve their financial challenges, and help them achieve their goals. This passion fuels my dedication and drives me to continually strive for excellence. Thank you to everyone who has been a part of this journey – your support and encouragement mean the world to me. I am grateful for the invaluable experiences and relationships I’ve built along the way. Here’s to many more years or learning, growing, and making a difference at The Westchester Group Morgan Stanley Wealth Management! #FinancialAdvisor #Milestone #CareerJourney
We are proud to congratulate Joanna Rrezja for her recent title change from Financial Advisor Associate to Financial Advisor! Your tenure with our team, marked by unwavering dedication and remarkable growth, has been a monumental value add to our team and our clients. Wishing you continued success and fulfillment in your new chapter! #TeamExcellence #Congratulations
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I can highly recommend Olivia and Steve from Stonegate Wealth Management for anyone wanting fiancial advise!
I’m delighted to announce we’ve been named Stone’s only Top Rated financial planners for the second consecutive year by being featured in VouchedFor’s Top Rated Guide. It’s truly a great honour, and we’d like to say a big thank you to our team for all their hard work; we wouldn’t be able to do it without you. And, of course, our amazing clients; if it weren’t for your invaluable feedback, we wouldn’t be where we are today. Your trust in us allows us to pursue the work we’re passionate about.
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David Owen, an Associate Portfolio Manager at our Brantford location, shares his thoughts on how becoming part of Bellwether helped innovate his business. "Since joining, our entire team has become more effective and motivated. Our clients noticed timeliness and improvements in the information they receive." #financialadvisor #investmentfirm #investmentmanagement #wealthadvisor #wealthmanager #clientfocused #wealthmanagement
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Meet Theo, the pint-sized powerhouse of the Ellevate Team! 🐾 Despite his small stature, he plays a big role in our daily operations! 😍 From charming attendees at dog-friendly financial planning conferences to boosting morale in client and team meetings, Theo is the ultimate mood-lifter! 🎉 We've decided to give him a well-deserved promotion with an updated title! 🏆 Which do you think suits him best: Chief Paws-itivity Officer, Barketing Manager, or Client Relations Canine? Let us know in the comments below! 🐶💬 #MeetTheTeam #FurryFinance #TheoThursday
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Multi-platform content strategist | Social media manager | Digital producer | Editor | PR & Comms strategist
They say the apple doesn’t fall far from the tree. If this post’s photos of industry leaders and young staff is any indication, the adage rings true. These young padwans are in good hands with Knight Frank senior management. As mentors and powerful industry voices, our #global and #local leaders have decades of experience between them. They offer many opportunities for #nextgen to write their own Knight Frank stories and chart their own successful #realestate career paths to be proud of. Set goals. Reach out. Ask questions. Seek answers. Break new ground. The future shines bright.
#happeningnow: Senior Partner and Group Chair William Beardmore-Gray and Chief Financial Officer Matt Tweedie are here on our sunny shores to catch up with senior management, and meet with our spirited young colleagues for conversations about the industry and their Knight Frank journeys. Galven Tan Danny Yeo Kin Hon Calvin Yeo Daniel Ding, MBA Chia Mein Mein Lee Sharon Evan Chung Ethan H. Nicholas Keong Alice Tan Leonard Tay Zi Xuan Lim Nicole Lee Ong Jian Sheng Jason Chan Nahyun Kim (김나현) Nikki Kim Na Hyun Kim Kai Jie Koh Sim Li Wei GuoXin Xiong Dorcas Foo Pan Yan Ritz Ong Victoria L. Xin Yee Tan Ng Yong Yuan Lin Bing Han Phaedra Sun Ain Ibrahim
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San Francisco Office Managing Partner Megan Nishikawa shares her insights with ALM on what led her to her current role; the feature includes advice for adapting to legal industry changes, enhancing client service, and mentoring the next generation of legal professionals. “Your career is a marathon— not a sprint,” says Nishikawa. “See every failure as an opportunity rather than a setback. Take a moment and really enjoy the wins. Family first, always.” The full article can be found here https://rb.gy/nawfd9
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Congrats Samantha Barbee! We're excited to have you on the team.