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Breaking The Ceiling: Women Financial Advisors Network In Miami

We had a fabulous time last Thursday night down in Miami. Our hostesses Sheetal Brown and Amy Lynch of FIDELITY CLEARING & CUSTODY SOLUTIONS® and Elizabeth Bucklee of Blackrock sponsored their annual women’s financial networking event at the Epic Hotel. This is the fifth consecutive event. Sometimes we see familiar friends and faces joining us […]

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CFA Dinner

Paving The Way For More Women In Financial Careers

Thanks to the CFA Society of South Florida for inviting Mari to participate in the February 6 panel on “Women in Finance” at the Huizenga School of Business at Nova Southeastern University. The event was open to CFAs (Chartered Financial Analysts), students and professionals exploring career changes. It was a great opportunity to spread the […]

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High Anxiety: Preparing For The CFP® Exam

I took the CFP® exam so many years ago I scarcely remember it, but the hours of study, and the discipline needed to master chapter after chapter, all came back to me when I read a column by a current CFP® candidate who wrote about failing the exam her first time around. “Studying for the […]

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