Honoring Outstanding Women In The Financial Advice Industry

Photo © Mabel Gloria 2022

Daniele and Kelli were among those awarded at the InvestmentNews Women to Watch event, under the category Allyship. Read more about the honor on the event website.

This is what success looks like: 23 women financial advisers and industry executives who are advancing the financial advice profession on their own terms and 15 employers that have set a higher standard for women in their workforces and for women clients. 

These leaders share their experiences and expertise with others in the business — especially other women — and continuously give back to their communities. 

The 2022 InvestmentNews Women to Watch honorees were chosen by our InvestmentNews selection committee, led by our editors, from hundreds of nominations.

Inspiring and energizing — these women’s and companies’ experiences are that. But even more, their examples can galvanize others to forge their own paths and bring others to walk with them.