Willow

Congratulations Billy Zerillo on becoming a Willow Advisor for Women™ Certificate Holder! Growing up in a household marked by divorce, Billy knows firsthand the journey of divorce and its impact on both finances and relationships. He has witnessed the struggles and challenges it brings. This personal journey ignited a deep passion within him to support women in aligning their financial goals with their values and finding purpose in life's transitions. Empowering women to regain financial confidence, achieve independence, and discover their true purpose is what drives me every day. He wants his clients to feel understood, and know that he’s here to guide them through whatever life throws at them. You can find Billy in Pennsylvania with his wife and their two dogs. They love to watch his alma mater — The University of Alabama play football, spend time with family and friends, and travel to the beach. To learn more about how you can earn your Advisor for Women™ or Advisor of NextGen™ certificate and begin getting exclusive matches of investors looking for a financial advisor, head to trustwillow.com #financialadvice #financialadvisor #wealthmanagement #adaptandgrow  #greatwealthtransfer #financialinnovation #empoweringinvestors  #investments #wealthmanager  #professionaldevelopment #femalesinfinance  #businesswoman #financialplanningforwomen #financialplanningforher https://lnkd.in/dCzPd3Wb

Willow is excited to be partnering with The Daily Upside as they launch their new publication, FA Upside to bring news and information to the financial advisor community. Providing financial advisors with the education, tools, and platforms to grow their business and build a personal connection with clients is at the heart of what we do. To learn more about how Willow can help you grow, check out today's issue of FA Upside or visit us at trustwillow.com. Thank you Patrick Trousdale for the partnership. Lacy Garcia Suad Abdalla Lou R. Alana Santarelli #herfinances #nextgenadvisors

Congratulations Michael Ringel, CPA, RICP®, CDFA®, CExP™ on becoming a Willow Advisor for Women™ Certificate Holder! As the father of two intelligent young women and six rescue dogs, Michael is driven to empower his daughters, and his clients, to embrace purpose, freedom, and abundance. Michael has structured his financial advising practice to empower women (and families with children with special needs) with the knowledge they need to feel confident, accomplished and empowered on their financial journeys. He helps align financial goals with values, ensuring that the approach reflects his client’s personal aspirations and priorities. Together, they identify opportunities to optimize retirement income, manage cash flow effectively, and leave a lasting legacy, while reducing potential threats, providing his clients with financial independence and peace of mind for themselves and loved ones. To learn more about how you can earn your Advisor for Women™ or Advisor of NextGen™ Certificate and begin getting exclusive matches of investors looking for a financial advisor, head to trustwillow.com #financialadvice #financialadvisor #wealthmanagement #adaptandgrow  #greatwealthtransfer #financialinnovation #empoweringinvestors  #investments #wealthmanager  #professionaldevelopment #femalesinfinance  #businesswoman #financialplanningforwomen #financialplanningforher

Willow’s Founder & CEO, Lacy Garcia joined Brad Smith on Yahoo Finance 'Wealth!’ to discuss how women can empower themselves through their finances, including finding a financial advisor who they can connect with on a personal level and is trained to support their financial and life goals. Watch the segment here: https://lnkd.in/eWB8pN5x To learn more about how Willow can match you with the best fit Advisor for Women(TM) or Advisor for NextGen(TM), visit trustwillow.com or message us. #womeninfinance #HERinvestments #wealthmanagement #findanadvisor #femalesinfinance Lacy Garcia Jason Aronson, CFA Ivan Mitrovic Suad Abdalla Lou R. Alana Santarelli Karen Weiskopf April Rudin Jill Jacques Scott Baker

Happy 4th of July! 🇺🇸 We hope you enjoy the celebrations with family and friends.

Congratulations Sarah Baker, CFP® on becoming a Willow Advisor for Women™ Certificate Holder! Sarah has a strong desire to help women feel empowered when managing  their finances. She wants her clients to go to her not only as their financial advisor, but as a sounding board and friend. Sarah started the “Women of Wealth'' initiative in her firm, a planning series focused on addressing issues that are especially pertinent to women such as navigating divorce, salary negotiations, and raising financially literate children. She’s able to use her own experiences to bring first hand insights to those going through similar life journeys. Sarah enjoys spending time with her family, playing tennis, traveling, reading and volunteering. To learn more about how you can earn your Advisor for Women™ or Advisor of NextGen™ Certificate and begin getting exclusive matches of investors looking for a financial advisor, head to trustwillow.com #financialadvice #financialadvisor #wealthmanagement #adaptandgrow  #greatwealthtransfer #financialinnovation #empoweringinvestors  #investments #wealthmanager  #professionaldevelopment #femalesinfinance  #businesswoman #financialplanningforwomen #financialplanningforher

At Willow it is our mission to empower women, NextGen and other underrepresented groups through all of life's journeys.  We do this by providing education and skills building to financial advisors with the skills to support them and then matching with investors looking for advice.  We are excited to be building a platform where investors and advisors can both reach their goals. Here’s what one of our many advisors has to say about Willow.    📣 If you are a financial advisor looking to expand your skill set to attract and build relationships with new clients, we welcome you to schedule a demo and learn more about how Willow can help.  Visit our website at trustwillow.com or drop us a comment and we will be in touch. #financialadvice #financialadvisors #nextgeninvestors #empoweringHER #femalesandfinance #wealthmanagement #FAeducation Lacy Garcia Jason Aronson, CFA Ivan Mitrovic Suad Abdalla Lou R. Alana Santarelli April Rudin Jill Jacques

Congratulations Al Faber, CFP®, ChFC®, CLU® on becoming a Willow Advisor for Women™ Certificate Holder! Al has witnessed how education and a strong work ethic, coupled with proper planning and execution can help one achieve financial success and how a lack of these resources can lead to a loss of personal and generational wealth. Al believes in empowering his clients and their loved ones by providing them with financial education, giving them tools and resources that help them own and control their personal and financial information, so that they can own and control their financial destiny. Al collaborates with his clients  to develop a roadmap and action plan, to provide ongoing guidance, maintenance and support. Al is a native New Yorker and has been splitting his time with his wife, Stephanie, between California, New York and Florida. He enjoys traveling, spending time with friends and family, going for long walks, cycling, spending time at the beach, paragliding, astronomy, volunteering, mentoring and civic engagement.  To learn more about how you can earn your Advisor for Women™ or Advisor of NextGen™ certificate and begin getting exclusive matches of investors looking for a financial advisor, head to trustwillow.com #financialadvice #financialadvisor #wealthmanagement #adaptandgrow  #greatwealthtransfer #financialinnovation #empoweringinvestors  #investments #wealthmanager  #professionaldevelopment #femalesinfinance  #businesswoman #financialplanningforwomen #financialplanningforher

Tomorrow, June 25th at 12 noon EST Willow will be hosting a live webinar on Engaging NextGen Investors. This is a great session for financial advisors looking to better understand the next generation of wealth holders and creators. You can register at: https://lnkd.in/edvDEuFR This webinar is approved for one (1) CE credit for CFP®, CIMA®, CIMC®, RMA®, CPWA® and CDFA®. We hope to see you there! Lacy Garcia Jason Aronson, CFA Ivan Mitrovic Alana Santarelli Karen Weiskopf Suad Abdalla Lou R. #financialadvisors #nexten #wealthtransfer #wealthmanagement #continuingeducation

If you are going to be in Chicago this week for the Association of African-American Financial Advisors #WINConference be sure to check out the session where Lacy Garcia will be speaking alongside Leila Shaver Valarie Vest and Deanna Ingram about The Future of Wealth: Embracing AI, Technology, and Innovation. #financialadvisors #wealthmanagement