07/14/2026
This month marks my 11th anniversary at Winstone Wealth Partners, and it's made me reflect on what an incredible privilege this career has been.
One thing I've always heard is that women have been underrepresented in the financial advisory profession. Out of curiosity (you know I love the data), I recently looked it up. According to Investment News, women make up just 24.2% of financial advisors nationwide.
Of course, the quality of financial advice has nothing to do with whether your advisor is a man or a woman. Some of the best advisors I've ever knownโincluding my own colleaguesโare men.
But over the past 11 years, I've also seen firsthand that many women appreciate sitting across the table from another woman. Someone who can more readily understand the realities of taking time away from a career to raise children, caring for aging parents, navigating the loss of a spouse, balancing competing priorities, or simply wanting a space where every question feels welcome and not judged.
Those conversations have become some of the most meaningful parts of my career. They remind me why I chose this profession in the first place and continue to fuel my passion for helping people make informed, confident decisions about their financial future.
Whether we've worked together for years or you're just getting to know Winstone, I hope the articles in this month's newsletter leave you feeling a little more informed, a little more confident, and a little more prepared for whatever comes next.
- ๐๐ข๐ถ๐ณ๐ฆ๐ฏ ๐๐ฎ๐ช๐ต๐ฉ, ๐๐๐ยฎ, ๐๐ช๐ฏ๐ข๐ฏ๐ค๐ช๐ข๐ญ ๐๐ฅ๐ท๐ช๐ด๐ฐ๐ณ & ๐๐๐ ๐ฐ๐ง ๐๐ช๐ฏ๐ด๐ต๐ฐ๐ฏ๐ฆ ๐๐ฆ๐ข๐ญ๐ต๐ฉ ๐๐ข๐ณ๐ต๐ฏ๐ฆ๐ณ๐ด
