Carolyn Simon

Wealth Manager and Senior Vice President, Wellsfargo Private Bank Contact via Linkedin

Ira Mandel

Wealth Management Advisors, LLC 56 West Main Street Milford, CT 06460 203.836.8506

Stacy Francis

Francis Financial 39 Broadway, Suite 1730 New York, NY 10006 212.374.9008 Stacy is one of NYC’s top divorce financial planners, as well as investment...

Michelle Smith

Source Financial Advisors LLC 545 5th Avenue Suite 1100 New York, NY 10017 Toll Free: 888.892.9511 Local: 212.273.0400 Fax: 212.320.0603 .

Jill Faherty Lloyd

Evercore 55 East 52nd Street New York, NY 10055 666 Fifth Avenue 11th Floor New York, NY 10103 212.857.3100

Lea Paine Highet

Douglass Winthrop Advisors 535 Fifth Avenue, 22nd Floor New York, NY 10017 212.557.7680 Lea is an independent financial advisor, with a special focus on women’s long term planning and women’s financial...