Slideshow Snapshots from Women Advisors Forum California

Published
  • November 20 2012, 9:18pm EST
14 Images Total

Snapshots from Women Advisors Forum California

The Women Advisors Forum traveled to Newport Beach, Calif., on Nov. 15 for a gathering that featured new practice management ideas, strategies for success and market updates. Check out these photos for the day's highlights, and look out for more news from our upcoming forum in Boston on Dec. 17.


-Lorie Konish

Snapshots from Women Advisors Forum California

From left: Denise Federer of Federer Performance Management Group, Natalie Young of Mercer Advisors and Janette Williams of TD Ameritrade.

Content Continues Below


Snapshots from Women Advisors Forum California

Hanieh Sadat, left, and Rita Lacanfora, right, of Wells Fargo Advisors.

Snapshots from Women Advisors Forum California

Winnie Sun, left, of Sun Group Wealth Partners, and Vickie Adams, right, of Vickie Adams, CFP.

Snapshots from Women Advisors Forum California

Isaiah Mitchell, left, of First Allied Securities, and Colleen Johnstone, right, of Ameriprise Financial.

Content Continues Below


Snapshots from Women Advisors Forum California

Denise Morrison, left, chief compliance officer at Securities America, and Jodie Orozco, right, marketing product manager at Raymond James, discuss what advisors need to know about communications and regulation.

Snapshots from Women Advisors Forum California

Bruce Morris, left, of SourceMedia, and Maren Stenseth, right, of Maren Stenseth, CPA.

Snapshots from Women Advisors Forum California

Multi-Million Dollar Woman panel members from left: Colleen Schon of Raymond James, Christina D'Amore of Ameriprise Financial, Winnie Sun of Sun Group Wealth Partners and Laila Pence of Pence Wealth Management.

Content Continues Below


Snapshots from Women Advisors Forum California

Dara Sipolt, regional director, institutional sales at TD Ameritrade, talks about how advisors can work with clients across generations in her presentation entitled "Bridging the Generation Gap."

Snapshots from Women Advisors Forum California

From left: Denise Morrison of Securities America, Deborah Higgins and Bonny Shumacher.

p17chn63j31ri5k1b1vte13a110v46Snapshots from Women Advisors Forum California.jpg

From left: Valencia Brown, Ashley Boone of Merrill Lynch and Barbara Myers.

Content Continues Below


Snapshots from Women Advisors Forum California

Barbara Crane, left, and Victoria Wilk, right, of First Allied Securities.

Snapshots from Women Advisors Forum California

From left: Zoe Benditt, Zelda Benson and Christina D'Amore, all of Ameriprise Financial.

Snapshots from Women Advisors Forum California

From left: Tina Enberg of Securian Financial Group, Mary Anne Smith and Julie Conlin.