MARCY REYES , MSF , AFC ®
Outstanding Women
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Donna Sowa Allard , CFP ®, AIF ®
CERTIFIED FINANCIAL PLANNER ™ Professional
Sowa Financial Group , Inc .
Donna Sowa Allard , CFP ®, AIF ® has spent the better part of two decades helping clients build and preserve their wealth by developing an understanding of the values that drive them , and the unique challenges they face . “ Financial Planning always begins with discovering the right questions to be asking ," she says . “ These will ultimately lead to the answers that form the building blocks of your plan .”
24 Albion Rd ., Suite 340 Lincoln , RI 02865 401-434-8090 sowafinancial . com
Sowa Financial Group , founded by her father , Don Sowa , is one of the longest-standing independent investment advisory practices in Rhode Island , and Donna has set her focus on preserving his legacy while adapting the firm to serve the evolving needs of investors . “ Today ’ s retirees carry a diverse set of needs and expectations ," she says . " We ' re finding more and more people seeking early retirement , or a custom transition plan that allows them the flexibility to work when they want while enjoying the lifestyle that they choose .” Donna can be found as a frequent contributor on local news , and as a host of the popular radio show and podcast , Don Sowa ’ s MoneyTalk , where she shares her
insights on the world of money and finance with the local community .
Securities offered through Commonwealth Financial Network ® , member FINRA / SIPC , a Registered Securities offered Investment through Adviser Commonwealth . Fixed insurance Financial products Network and ® , member services FINRA and advisory . org / SIPC services . org .
Sowa offered Financial by Sowa Group Financial , Inc . is Group a Registered , a Registered Investment Investment Advisor . Adviser Advisory , are services separate offered and through Sowa unrelated Financial to Commonwealth Group , Inc . are . separate and unrelated to Commonwealth .
MARCY REYES , MSF , AFC ®
Founder and Executive Director
Financial Literacy Youth Initiative
Marcy is an internationally recognized and awarded businesswoman with comprehensive skills in organizational leadership and over twenty years of experience in the fields of finance education , and health care services .
In 2017 , Marcy founded the Financial Literacy Youth Initiative , a nonprofit organization that provides culturally responsive financial literacy programming to under-resourced communities , empowering individuals with the knowledge , skills and experiences to end generational poverty . FLY has served over 3,500 individuals and is on track to serve over 7,000 individuals by 2025 .
In addition to her work with The FLY Initiative , Marcy serves as the director of market strategy and planning for CCA Health RI , where she cultivates community awareness of and support for the CCA mission .
225 Dyer St . Providence , RI 02903 401.406.4330 info @ flyinitiative . org
Marcy proudly serves her community as a member of the Council on Postsecondary Education , on the Rhode Island Public Transit Authority board of directors , and as a member of the advisory council for the Papitto Opportunity Connection .
108 RHODE ISLAND MONTHLY l MARCH 2024