Women and Wealth: Setting Your Course to a Strong Financial Future

Women are a powerful economic force, controlling nearly 40%--or $11.2 trillion—of all investable assets in the U.S. as primary decision-makers. They also represent almost half of the entire U.S. professional workforce. However, women face unique financial challenges and the many roles they play—business owner, scientist, technologist, mother, sister—influence the many financial obligations they have for themselves and their families.1 

But true wealth is about more than just a woman’s money. It’s about a woman’s life and the things she values most as well as the relationships, interests and goals that bring her joy. Putting all these elements at the heart of a woman’s long-term wealth management strategy helps ensure that she will achieve the financial future that she envisions.

Please join us for an informative seminar designed to help you identify and prioritize your objectives, and then begin to build a personalized plan that helps maximize your probability of achieving the goals you have for yourself and your loved ones, however life unfolds.

1 American Funds.  Women Control a Growing Percentage of Investable Assets, March 6, 2017. Available at https://www.americanfunds.com/individual/news/by-the-numbers/women-and-money.html


Presenters included:

  • Alicia Andre, CFA, Senior Vice President, Family Wealth Director and Financial Advisor, Morgan Stanley Wealth Management, NMLS #1489623     
  • Lindsay Pazdan, CFP, Associate Vice President and Financial Advisor, Morgan Stanley Wealth Management, NMLS #1498369

Women and Wealth Fact Sheet

 

Date and Time:  
September 24, 2020
6:00 - 7:00 PM

Location:  
Zoom

Cost:   
$0 for members, $5 for non-members

Given our mission is to promote women's development in STEM we would like to offer a one-time free spot in our workshops to those in transition between jobs. Please contact [email protected] if you qualify.

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 Thanks so much to Morgan Stanley for sponsoring this event.

 

 

Presenter Bios:

Alicia Andre, CFA, NMLS #1489623 founded The Andre Group at Morgan Stanley to offer customized financial advice to successful individuals and families. Combining a macroeconomic perspective with the latest research and wealth management practices, Alicia’s experience and steady hand help clients grow, preserve and transition their wealth. After starting her career in private equity, Alicia became a financial advisor and portfolio manager at Boston Safe Deposit and Trust (now BNY Mellon). She then spent two decades within WilmerHale at Silver Bridge Advisors as an advisor to individuals and families and also served on the firm’s investment committee. Alicia joined Morgan Stanley in 2015 to take advantage of the firm’s global resources and industry-leading technology. She believes in simplicity, backed by in-depth analysis and outstanding service.  In 2019 Alicia earned Morgan Stanley’s Family Wealth Director Designation. This program is based on extensive experience working with ultra-high net worth families and provides specialized training and enables her to offer direct access to the advanced resources needed to help affluent families address the complex, multigenerational challenges of managing significant wealth. This includes knowledge and experience in wealth transfer, family dynamics, philanthropy, asset allocation, manager selection and other important areas of concern. Alicia earned both a B.S. in Business Administration and Management and an M.B.A. in Finance at the Rochester Institute of Technology. Her Chartered Financial Analyst® designation underscores her experience, knowledge and professional integrity. 

Lindsay Pazdan, CFP, NMLS #1498369 works with clients to help them grow and manage their wealth, and shift seamlessly from wealth accumulation to wealth preservation, and into retirement. Lindsay also works closely with the next generation to help educate and guide them through important financial decisions as they begin the financial planning process. In today’s fast-paced global markets, clients appreciate her disciplined approach to investing, informed advice and recommendations. Lindsay previously worked at Silver Bridge Advisors, where she focused on trading domestic equities, was a member of the investment team and also served on the firm’s Asset Allocation Committee. She began her career as a Senior Client Associate at Lehman Brothers, which underscores her commitment to exceptional service. Lindsay earned a B.S. in Finance from Fairfield University. She holds the Certified Financial Planner™ designation, the industry’s gold standard for financial planning that demands hundreds of hours of classroom time and ongoing re-certification. 

 

 

 

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