Tag Archives: Financial Services

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Transparency With Diana B.: Bad Timing and Bearing the Loss of Loved Ones



Advisor Anne Marie Stonich was just 28 years old when she and her two partners started building their own wealth management firm from scratch. For anyone in the business, that first year can be brutal. But she did it while also caring for her newborn baby, and shuttling to and from the hospital to see her mother, who’s health was deteriorating. Later that year, her mother passed away. And just six years later, her older brother died suddenly of a heart attack. 

In this episode, Diana Britton, managing editor of WealthManagement.com, sits down with Anne Marie Stonich, chief wealth strategist and relationship manager at Coldstream Wealth Management, as they talk about her life journey and the struggles she faced along the way. She shares how her past has allowed her to grow and change who she is as a mother, wife and financial advisor. 

Anne Marie discusses: 

  • The events that unfolded during her first year building the business;
  • How she was able to balance her work, a newborn baby and a sick mother;
  • The challenges she faced in raising three young kids while running and growing a business;
  • The events leading up to her brother’s death;
  • How the loss of loved ones impacted her outlook on life; and
  • How her experiences have shaped her career as a financial advisor.

Connect With Anne Marie Stonich:

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About Our Guest:

Anne Marie co-founded Paracle Advisors LLC in 2004 in order to provide financial advice that is truly objective and highly personalized in its nature. Paracle recently merged with Coldstream Wealth Management, and she now serves as chief wealth strategist and relationship manager at Coldstream. She has over 20 years of industry experience, including two years at Deloitte and Touche and four years at Brighton Jones Wealth Management as a lead advisor.


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Transparency with Diana B.: Life as a Female Latina in Financial Services



Silvia Tergas has been fortunate to pursue her passions and use her differences to her advantage within the financial services industry. Silvia’s father, who escaped from Cuba during the Cuban Revolution, paved the way for her to get educated in the U.S. The values he taught her and the rest of the family led to several opportunities throughout her life, including her pursuit of a career in financial planning. It wasn’t an easy path, however.

In this episode, Diana Britton, managing editor at WealthManagement.com, speaks with Silvia, a financial planner with Prudential Advisors in Bethesda, Md., about how she found her passion in finance, the challenges she faced as a Latina woman in this industry and how she uses her differences to her advantage.

Silvia discusses:

  • Her father’s story of getting out of Cuba and meeting her mother in Honduras;
  • Growing up in and traveling around Latin America;
  • The values her father taught her and how those led her into financial planning;
  • The struggles she faced as a female Latina in the industry;
  • How she embraced and worked through the moments of discomfort in her life; and
  • Her work with the Hispanic community within financial services.

Connect With Silvia Tergas:

Connect With Diana Britton:

About Our Guest:

As a financial planner with Prudential Financial Planning Services, Silvia specializes in comprehensive financial planning services for a fee. Throughout the consultative financial planning process, Silvia works with her clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs.