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What’s New with The Stock Sisters?

What’s not?! The Stock Sisters came to life less than a year ago and we are so proud of how far this new venture has come already. While both of us have been providing investment advice for years, this new chapter allows us to focus on something incredibly important to us: helping women manage their wealth without boring ourselves and our audience to death. Of course crunching numbers and running reports must still happen– so what’s new?


Together, we’ve been hosting fun, educational events where we serve wine and food, writing blogs to answer questions posed by our followers, planning fundraisers for an organization that has the same values as we do, and continuing to work one on one with women who may have otherwise been too intimidated to speak to an advisor, while sharing all of it on social media. We are enjoying running our business now more than ever. This is the best part — sharing what we do with you.


Last year we hosted our first Women & Wealth Event. Although it was the first of its kind for us, it was a huge success. We filled the room with 75 women who all came out on a rainy spring evening to educate themselves, get inspired about investing, and to meet and socialize with peers. With a lot of positive feedback, and some suggestions to make a future event even better, we decided to host our 2nd Annual Women & Wealth Event. The overall experience will be similar to last year’s in that the atmosphere will be relaxed and fun, we’ll be serving wine and passed hors d’oeuvres before and during our Retirement Planning Presentation, but this time we’ll be incorporating a fund raiser for a good cause. This allows our guests to help us make a difference in the lives of less fortunate women while taking steps to gain financial independence and wealth for themselves. Event attendees will purchase a ticket in which all proceeds are donated to Dress For Success Boston with whom we recently began a volunteer relationship.


Meeting with Boston’s Volunteer Manager, Gail, with Dress For Success was enlightening to say the least. Although we are busy, we wanted to find a way to give back. Deciding on this organization as our fundraising beneficiary was not difficult. We knew who we chose had to be focused on helping women and we wanted it to stand for the same values that we represent. Dress For Success’ mission statement resonated with us and when we told Gail about our upcoming Women & Wealth Event and what it stood for, she told us she’d love to help us to help her organization. It turns out their Boston branch was also in need of booking speakers for their Professional Women’s Group. They look for professionals to present on topics like career development, professional image, health and well being, and finance. We’re looking forward to presenting in the finance category later this year. Additionally, they are always looking for fundraising opportunities. Partnering with Dress For Success Boston looks to be mutually beneficial and we’ll certainly share upcoming stories with you as they come together.


Lastly, and probably the most exciting for us, we’ve been invited to present at The W Forum in Austin, TX this spring. The W Forum is the largest women’s financial advisor conference of its kind. Hosted by Advisor Group, the parent company of our Broker-Dealer, it brings together hundreds of female advisors for educational and training sessions as well as motivational presentations to inspire business growth. The 11th Annual W Forum this spring will bring us keynote speakers Laura Schroff, an international and #1 New York Times best-selling author and Susan O’Malley who was the first female president of a professional sports franchise, known today as The Wizards. It’s truly the perfect venue for us to share our story with other female financial advisors who face the very same struggles and who overcome the same obstacles as us. In a male dominated field, we must stand out and work hard to attract clients. Our presentation will teach our peers how we built our brand and proudly grew our business to be even larger than some of our male counterparts.

Check the background of this firm/advisor on FINRA’s BrokerCheck.