Tag: Work-Life Balance
The Healthy Advisor: Climbing the Ladder as a Single, Young Mom With Mary Saylor

The Healthy Advisor: Climbing the Ladder as a Single, Young Mom With Mary Saylor

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Mary Saylor had been working hard to earn her accounting degree at Penn State University when she got some shocking news at the beginning of her senior year—she was pregnant. And while many women would think of it as a roadblock, Saylor saw it as a blessing. It didn’t stop her from pursuing her degree and a career in financial services. If anything, it made her more determined.

 Not long after giving birth to her daughter, she graduated from Penn State and started working in corporate accounting roles, earning her CPA and working her way up the corporate ladder as a single mother in her early 20s. While she had the support of her firm and her family, the grueling hours and time away from home were difficult for her and her daughter.

 In this episode, WealthManagement.com Managing Editor Diana Britton speaks with Mary Saylor, Senior Director of Wealth Management at Choreo, an RIA with nearly $25 billion in assets under management and advisement, about her journey as a single, young mother working her way up in the industry.

 She discusses: 

  • Her initial shock and the support received after finding out she was pregnant during college
  • Her experience being pregnant on campus
  • How she navigated this big life change at a young age
  • The challenges of balancing work and personal life as a single parent in the industry
  • What kept her going during these hard times and motivated to be successful in her career
  • Lessons learned and moving forward as her daughter has now gone off to college

 Resources: 

 Connect With Mary Saylor: 

 Connect with WealthManagement.com:

 About Our Guest:

 Mary Saylor is the director of wealth management at Choreo. She works with high-net-worth individuals and multi-generational families as well as institutions (non-profits, endowments, foundations, and corporate retirement plans) to find solutions to their wealth management needs. Mary’s high-net-worth clients include corporate executives, professionals and business owners, their families, corporate retirement plans and private institutions.

 

If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com.

 The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are found.

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FEATURE
The Healthy Advisor: The Juggle Is Real With Anna Howard and Kimberly Sanders

The Healthy Advisor: The Juggle Is Real With Anna Howard and Kimberly Sanders

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Kimberly Sanders followed a typical path into financial services, gaining an undergrad in finance and working for a series of banks and brokerage firms. When she became pregnant, she made the decision to stay home for eight years to raise her kids. But when it was time to return to work, the path was not so smooth.

 For Anna Howard, her path into the industry was driven by a desire to earn validation from her father, also an executive in financial services. Later in her career, she realized the path she took and focused on building a more authentic and fulfilling life for herself. She and her husband recently went through a multi-year process to become foster parents, so now they’re managing four kids, two of which have special needs, while working full-time.

 In this episode, WealthManagement.com Managing Editor Diana Britton explores the balance between work and home life with Anna Howard, head of Private Wealth at LPL Financial, and Kimberly Sanders, head of Strategic Wealth Services at LPL.

 They touch on:

  • The unique struggles faced by women in the financial services industry, particularly with work-life balance
  • The journey back into the workforce after taking a hiatus and the obstacles encountered along the way
  • The importance of male sponsors
  • Strategies for managing personal well-being and family life while pursuing a demanding career
  • The importance of mentorship, advocacy, and building a support network for women in finance

 Resources: 

 Connect With Anna Howard:

 Connect With Kimberly Sanders:

 Connect With Wealth Management & NREI:

 About Our Guests:

 At LPL Financial, Anna Howard focuses on serving high-net-worth advisors and their clients, launching LPL Private Wealth Management to offer industry-leading benefits and enhanced service. Prior to LPL, she advanced her career at First Republic Bank and Wells Fargo Private Bank, where she developed innovative resources and grew assets under management.

 Kimberly Sanders, Senior Vice President, Advisor Solutions at LPL Financial, leads LPL Strategic Wealth Services, a modern supported independence solution that enables advisors and business owners to build and grow their firms according to their vision. In this role, Kimberly oversees a seasoned management team that enables advisors to optimize on LPL’s relationships, resources, and services to build equity in their brand and business so advisors can continue to thrive. Prior to LPL, Kimberly served RIA clients and prospects at Schwab Advisor Services, providing business consulting to support the custodian’s existing and potential clients. 

 If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com.

The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are found.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More