WOMEN IN LEADERSHIP
To help local women thrive , many women advisors participate in Wells Fargo Advisors ’ virtual Women ’ s Connection Chapter and Women ’ s Initiative group , which offers opportunities for personal connection , idea exchange and development of professional bonds . “ We get excellent support , including women ’ s initiatives that enhance what we ’ re able to provide for our clients . The advanced training , professional development and insight the Firm provides helps us develop our skills ,” says Laura Kellejian , QPFC ®, First Vice President - Investment Officer .
As the wealth management industry shifts to a greater focus on relationship management , women may be particularly well-suited to adapt to the changing needs of clients . Rani Pettis , CFP ®, Senior Vice President - Investment Officer , notes , “ Our innate empathy enables us to relate to clients and help them realize their dreams .”
Going that extra step for clients comes naturally to these Sacramento area ladies . They truly get to know their clients and help them reach their goals . “ I am more than a financial advisor to my clients ; I am a watchdog , counselor , investment manager and a friend ,” says Deanna Quintanilla , AAMS ®, Senior Vice President - Investment Officer . “ Each of us has a unique perspective as we act as caregivers , raise children and often care for our elderly . We focus on family while we successfully navigate the ever-changing economic and financial aspects of wealth management .”
Clients are the number-one priority for Wells Fargo Advisors and for the women advisors highlighted here . “ I ’ ve seen the industry become much more sophisticated in the 25 years since I started ,” says GayMarie Bone MBA , CFP ®, Senior Vice President – Investment Officer . Zeiry Barillas , Financial Advisor , adds , “ I work exceptionally hard for my clients . I am here to listen and help families achieve their respective financial goals .”
This talented group of women wealth management professionals in the Greater Sacramento Region are passionate about helping local families navigate the world of investing and Wells Fargo Advisors is pleased to highlight their excellent work .
This advertisement was written by and provided to you by Wells Fargo Advisors
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