Helen Yang, CFA @AndesWealth
FinTech Entrepreneur. Winner of prestigious Harry Markowitz Award. Community leader. Massachusetts, USA Joined February 2018-
Tweets4K
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Followers684
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Following339
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Likes12K
Town Meeting voted to prohibit the sale of single-serve water bottles, ban toxic rodenticides known as SGARs, officially recognize Indigenous Peoples’ Day, and approve funding for the Battle of Lexington 250th anniversary celebration. lexobserver.org/2024/04/26/tow…
Convert more prospects and strengthen client relations with our partnership with @Wealthbox! Learn how Andes' top Risk Profiling tech integrates with the industry's fastest-growing CRM🚀 Join our webinar: May 2 @ 2 PM EST 👉 Register here hubs.la/Q02v3K3X0
🤞 Have you signed up for our webinar next Thursday with @AndesWealth yet? Sign up here 👉 tinyurl.com/bn5tb323
👋 We're joining @AndesWealth for a live webinar that will show a demo of our integration. Join us on Thurs 5/2 at 2 PM ET 👉 tinyurl.com/bn5tb323
🤝 Have you heard about our new partnership with @AndesWealth yet? The integration makes personalized risk tolerance a breeze! Learn more here 👉 tinyurl.com/5n8vksrd
You have got an ally across the pond about plastic waste @mciccolo! Prince William issues important statement following triumphant return thenews.com.pk/latest/1181078…
👋 We've partnered with @AndesWealth! Learn more about the integration with @Wealthbox here 👉 tinyurl.com/5n8vksrd
We are excited to partner with @Wealthbox to help financial advisors convert their leads in Wealthbox to clients more efficiently!
We are excited to partner with @Wealthbox to help financial advisors convert their leads in Wealthbox to clients more efficiently!
Elevate your client interactions & boost your wins with Andes Wealth! 🌟 @BobVeres shines a spotlight on us in the latest Inside Information. Dive into quick, meaningful prospect analysis & craft recommendations that are smart & compliant. Read Bob's take:hubs.la/Q02t1PqQ0
So sad to see the war escalating. Praying for world peace...🙏🙏
The Patriot's Day is the biggest holiday for @TownOfLexMA, and we take the celebration extremely seriously :) You can see/hear gunshots, cannons and drums today and tomorrow, rehearsals for the big day on Monday.
The Patriot's Day is the biggest holiday for @TownOfLexMA, and we take the celebration extremely seriously :) You can see/hear gunshots, cannons and drums today and tomorrow, rehearsals for the big day on Monday.
🎥 Missed our webinar? Dive into the recording & discover how Andes Wealth and Redtail integration can revolutionize your practice. Helen Yang & Jacqueline Anderson unveil the effectiveness of our IPS and Risk Tolerance solutions. Recording Link: hubs.la/Q02sHBt10
Higgs was not the only one who proposed the theory; two other physicists developed the same idea independently. When most of the world forgot about the other two after the particle was named after him, he would still mention them tirelessly.
Higgs was not the only one who proposed the theory; two other physicists developed the same idea independently. When most of the world forgot about the other two after the particle was named after him, he would still mention them tirelessly.
How are local news outlets across the U.S. covering, and capitalizing on, the total solar eclipse? The answers include Spotify playlists, at least 2 walkouts, and everything in between - niemanlab.org/2024/04/dateli… DO NOT miss the extremely fun design by the brilliant @jbenton !
Upgrade to a #RiskAssessment platform as refined as your expertise. 🛠️ Integrate custom models 📊 Create deep-insight questionnaires 📝 Produce tailored Investment Policy Statements Discover more ➡️ hubs.la/Q02rM6vS0 #AndesWealth #FinancialAdvisory
There will be a combined question for race and ethnicity (instead of two separate questions today), per revised standard issued by @OMBPress today. @theAAER @AnakinBun supported the proposal when the OMB sought public comments. @HouzeXu
Tina Powell @tinacpowell
5K Followers 4K Following Faith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #Tagrisso
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Dr. Julie Hackett @lexingtonsuper
7K Followers 2K Following Supt. of Schools, Lexington, MA. "Joy in learning; curiosity in life; compassion in all we do.”
Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
PENNY PHILLIPS @ThrivosLLC
8K Followers 2K Following Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American
Sara Cuthbertson @SCuthbo
844 Followers 858 Following Mom, Educator, Lexington School Committee Member, Lexington Town Meeting Member, she/her
Marie Swift @marieswift
8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
Cheryl Nash @cherylnash2
3K Followers 2K Following Chief Customer Exec InvestCloud Advocate for #wealthmanagement #wealthtech #fintech #womeninwealth #diversity #Blacklivesmatter Views are my own
Liv Gagnon 🎵 @LIVgagnon
1K Followers 914 Following Co-founder @hellochoir | Committed to putting underrepresented Voices on conference stages | PR & Brand specialist for mission-driven co's
Matt Ackermann @acketyack
4K Followers 2K Following Dad, husband, coach. Chief content officer at Integrated Partners. Securities offered through LPL Financial, Member SIPC https://t.co/l1QBcj5heH https://t.co/H1MUdL3Grd
David Armstrong @djamesarmstrong
1K Followers 843 Following Executive content director for @InformaConnect https://t.co/YTpmRrL2dY
Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
Suleman Din @sulemandn
1K Followers 533 Following Advisor Intelligence Lead @advisorengine // Ph: (919) 839-3947 Em: [email protected] Opinions expressed are my own.
WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
ROBERT SOFIA @robertsofia
12K Followers 7K Following CEO @SnappyKraken | Helping financial advisors drive growth with better marketing and branding 🚀 | Some DIY 🛠 gardening 🌱and dad 👨👩👦 stuff too
Jackie Daley @Hawk_Principal
870 Followers 657 Following Principal at Harrington Elementary School a 2019 National Blue Ribbon School
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
T3 Technology Tools @t3techhub
4K Followers 2K Following The latest news plus in-depth reporting on financial services technology, plus special industry conferences specifically for RIAs, IBDs, etc.
Ryan P. McGonigal @BIGR32
585 Followers 4K Following Husband, Father of Maggie, Jack and Kate, Brother & Son. Mt. St. Joe Grad. Played D1 baseball at Towson Univ. O's, WFT, Hoyas, Caps fan. Huge fan of democracy.
Ryan Shanks @ryanshanks
25K Followers 7K Following CEO of @FAMatch | Proud Father | Platform Tennis Addict | Tequila Connoisseur | GIF game is 🔥 | 🤘🏼 #Inspire #Empower #Lead #WealthManagement #Fintwit #HookEm
Samantha Russell 🧑.. @samanthtwenty
25 Followers 344 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverte CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Dr.AKDENIZ Christophe.. @DrAKDENIZC29041
425 Followers 4K Following AKDENİZ BRIAN CHRISTOPHER , şu anda UNHCR ile çalışıyor🇹🇷🤝🇺🇳
Lillian @sumikaw62441431
4 Followers 666 Following
魏李 @CShinzou50759
11 Followers 226 Following
🤴Edsøn Líma 17 &.. @17Filhao
390 Followers 8K Following 🤴Edsøn Líma CEØ 0017XVi! ...™ 👑👀👽🌐E™✈️🚀🛰 •|🌐ETEC___ 📊Bolsa de Valores @YahooFinance 📉💹🏧 @CasaReal 👸E👸🏻ML👸🏽EL
Jim @Jim16875933
92 Followers 315 Following
fei liu @liu_fei62275
0 Followers 28 Following
TT @taotaoliyan
23 Followers 212 Following
Cai cheng @Caicheng118147
20 Followers 559 Following
Nitesh V. @niteshv10
444 Followers 720 Following
Belief @belief14056
1 Followers 127 Following
eyestock @eyestock_io
42 Followers 88 Following Empowering your investment journey through simplified insights. Follow for unbiased rating and valuation. #eyestockrating #eyestockvaluation
Zhiming Zhang @zhiming_lo
120 Followers 114 Following Born to be different rather than to fit in with the crowd Hobbies: Reading, Fitness, Food, Travel, Collecting
kun lu @Lukun4862Lu
54 Followers 107 Following
Tonycommercial @Tonycommer57305
7 Followers 168 Following Model'' '' TONY’'. Agency represented model and actor **beware of fake using my pictures open to collaborations and TFP.USA.
Brad Gotto, RICP® @B_Gotto
112 Followers 246 Following Father, founder, financial advisor. Jesus wasn’t into politics or hate. Tweets ≠ financial advice.
James J @JamesJ166618
17 Followers 129 Following
pan chaw @PChaw66050
1 Followers 15 Following
梁家豪 @LiangHao85462
3 Followers 53 Following
Kim Hee @Kim001Hee
159 Followers 527 Following
White Spenser @whitblooming
261 Followers 1K Following
sgirndjfhfy @CrazyMo64251199
1 Followers 685 Following
Choko boy @boy_machu
279 Followers 3K Following
Xiaoyang Guo @GuoXiaoyang_
61 Followers 151 Following
HS @HS4040621934831
40 Followers 147 Following
Audrey Flannagan @AudreygfFlanna
6 Followers 263 Following Gathеrеd on thе sitе of girls from all US statеs 😜 Thеy arе rеady to mееt Somе havе nakеd profilе photos! Watching this https://t.co/BuJBm9sTSz
huilinji @huilinji
46 Followers 119 Following
mr sunny @SunnyAnsar48569
37 Followers 96 Following
YanHuang @YanHuang2024
72 Followers 274 Following
SimbaLee @lipeng0820
26K Followers 4K Following “人生就像巧克力，你永远不知道下一颗是什么味道……” @科技小白堂 堂主 苹果生态/ChatGPT/美港股投资/人生小道理/随手分享 ✈️ TG：@lipeng0820 我的花儿🌸：@yayaEatingQ
梦里客 @frank19681
23 Followers 992 Following
Cathy Curtis @cathy__curtis
456 Followers 6K Following CFP®, I run a financial planning/investment firm helping women lead successful financial lives #CNBCFACouncil #swimmer #yogini #bookworm #fashionista
Samantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Tina Powell @tinacpowell
5K Followers 4K Following Faith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #Tagrisso
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Dr. Julie Hackett @lexingtonsuper
7K Followers 2K Following Supt. of Schools, Lexington, MA. "Joy in learning; curiosity in life; compassion in all we do.”
Gavin Spitzner @gspitzner
3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board Member
Aaron Klein @AaronKlein
20K Followers 418 Following Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Founding CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
PENNY PHILLIPS @ThrivosLLC
8K Followers 2K Following Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American
Sara Cuthbertson @SCuthbo
844 Followers 858 Following Mom, Educator, Lexington School Committee Member, Lexington Town Meeting Member, she/her
Marie Swift @marieswift
8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
Cheryl Nash @cherylnash2
3K Followers 2K Following Chief Customer Exec InvestCloud Advocate for #wealthmanagement #wealthtech #fintech #womeninwealth #diversity #Blacklivesmatter Views are my own
Matt Ackermann @acketyack
4K Followers 2K Following Dad, husband, coach. Chief content officer at Integrated Partners. Securities offered through LPL Financial, Member SIPC https://t.co/l1QBcj5heH https://t.co/H1MUdL3Grd
David Armstrong @djamesarmstrong
1K Followers 843 Following Executive content director for @InformaConnect https://t.co/YTpmRrL2dY
Elena Krasnow @elenaspeaking
2K Followers 951 Following Marketing Manager @StreetCred_PR 📝 Podcast Host🎙️Vulnerability is my superpower 💖 #GetOutside
Suleman Din @sulemandn
1K Followers 533 Following Advisor Intelligence Lead @advisorengine // Ph: (919) 839-3947 Em: [email protected] Opinions expressed are my own.
Town of Lexington, MA @TownOfLexMA
3K Followers 481 Following Official Twitter account for the Town of Lexington, MA. #LexingtonMA RT/likes/follows ≠ endorsements.
Ryan W. Neal @ryanWneal
4K Followers 861 Following Journalist formerly with @investmentnews, @finplan, @wealth_mgmt @newsweek and others. @columbiajourn alum. Open to freelance.
WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
Chef José Andrés �.. @chefjoseandres
1.2M Followers 2K Following We all are Citizens of the World. What's good for you, must be good for all. If you are lost, share a plate of food with a stranger...you will find who you are.
BluOceanGlobalWealth @BlueOceanGW
48K Followers 6K Following We help our clients gain clarity & confidence about their financial lives. Our #BlueOceanStrategy is Education. #BeautyofFinance #CFPBoardAmbassador
Nikki Haley @NikkiHaley
1.1M Followers 930 Following Former UN Ambassador and South Carolina Governor, Clemson Tiger. Running for POTUS. Fighting for a strong and proud America. 👊🏽🇺🇸
Janet Wu @JanetWuNews
9K Followers 2K Following Journalist, Solo🌏Traveler, Professor📓Op-Ed/ Essayist, Emcee/Moderator of Good Causes. Opinions are mine. Alum:@yale @columbia @tedxcambridge
Financial Planning As.. @fpassociation
32K Followers 491 Following The Financial Planning Association® (FPA®) is the leading membership organization for CFP® professionals and those engaged in #financialplanning
Michael Berry @Bairuiwen
8K Followers 954 Following 2023 Guggenheim Fellow; UCLA Prof of Chinese Lit & Film. Director, Center for Chinese Studies. Author and translator.
柴静 @Chai20230817
251K Followers 67 Following Chai Jing, journalist. Author of "Under the Dome" and "Stranger: Talking to Jihadists." [email protected]
Marc Hurwitz @MarcHurBoston
6K Followers 3K Following Founder, @hiddenboston; food/travel writer, @BostonGlobeMag, @NBC10Boston, @NECN; textbook/medical editor; hike leader, @AppMtnClub; DJ, @markskinradio
Bryan Armour @MstarArmour
300 Followers 138 Following Director of passive strategies research at Morningstar. Proud dad/husband. Hopeless Bears fan. Important disclosure information: https://t.co/WVSYD9kaRr
Mark Forman @variableannuity
326 Followers 845 Following Husband and father of two boys. Opinions are my own.
Jason Pereira @jasonpereira
7K Followers 1K Following Partner & Financial Planner @woodgatefi, Ex.Pres. @fpacanada, Director @advancedplanner, fintech expert, writer, podcaster, speaker, lecturer, etc. 🇨🇦🇵🇹
Gorgeous Yangzhou @YangzhouCity
17K Followers 831 Following Come explore Yangzhou, a fascinating city with an endless well of breathtaking views, interesting people and rich culture!
Marc Butler @marcrbutler
154 Followers 258 Following
Michael Rosenfield NB.. @MikeRNBCBoston
4K Followers 731 Following Born and raised in Jamaica Plain; covering the streets of my hometown nightside for @nbc10boston/@necn. Contact: [email protected]
Dr. Renée Baker, DBA.. @ItsReneeBaker
2K Followers 2K Following Entrepreneur | Founder & CEO @TheRBIGroup |TEDx Speaker | Board Director l Professor | The best is yet to come. 🩷
Paul Saganey @PaulSaganey
533 Followers 520 Following Simplifier | Free Zone Frontier | Founder @Integrated4FAs | Securities offered through LPL Financial, Member SIPC https://t.co/ByaEosHXVh.
Meredith C. Moore @financialgirl
1K Followers 5K Following Founder & CEO, Artisan Financial Strategies Helping ATL’s Families Coordinate Their Financial World Financial Guru. Speaker. Writer. Leader. Growth Junkie.
Mary Kate Gulick @MaryKateGulick
2K Followers 923 Following Finserv/Fintech Marketing Nerd | Human-First Leader | Amazon Bestselling Author | Loud Laugher | Prolific Swearer | Wealthies 2022 CMO of the Year | Speaker
Teri Shepherd @TerisShepherd
490 Followers 385 Following Wife ~ Mom to 3 Boys & 3 Dogs ~ President at @CarsonGroupLLC ~ Fintech ~ Client First ~ Women in Finance
Mayor Michelle Wu 吳.. @MayorWu
70K Followers 62 Following @BostonSchools mom, @MBTA commuter & Mayor of the City of Boston. She/her.
Chris Mamula @caniretire_yet
2K Followers 172 Following Helping People Achieve Financial Independence Sooner. Work with me: https://t.co/QqVl1RLArb Get the book: https://t.co/IlpZNbgOTJ My Blog: https://t.co/hgZEfnM91L
Rob Sandrew @Rob_Sandrew
831 Followers 2K Following Chief Growth Officer Integrated Partners. Securities offered through LPL Financial, Member SIPC https://t.co/FmH0D6clxv.
Melissa Angert @MelissaAngert
11K Followers 4K Following happily ever after. living on the beach. showing our kids the world. busy pr girl, but never too busy to chat over coffee. also tweeting as @AllThingsChic
Bento Engine Inc. @BentoEngine
237 Followers 224 Following Empowering Financial Advisors to lead with advice so that families thrive, and practices grow. Scaling Moments That Matter.
Philipp Hecker @PhilippHecker
192 Followers 214 Following Fintech CEO. Passionate about wealth management advice that goes beyond investing. So families thrive and advisor practices grow.
Liz Ann Sonders @LizAnnSonders
412K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
Peter Mallouk @PeterMallouk
43K Followers 377 Following I simplify Money, Motivation and Mindset | CEO, @CPIWealth | #1 Financial Advisor in America 3 Times | Bestselling Author
Cary Carbonaro, CFP®.. @CaryCarbonaro
8K Followers 8K Following Award Winning, Nationally Known Personal Finance Expert, TV Contributor, CFP Board Ambassador, Story & Truth Teller, #Speaker #cfppro @investopedia Top 100
Reed Colley @reed_colley
263 Followers 407 Following Founder and CEO of Copilot. I love building natural technology to help others lead happy and productive lives.
ThinkAdvisor @ThinkAdvisor
42K Followers 1K Following The destination for news, analysis, tools, and networking advisors need to stay informed and grow their businesses. ThinkAdvisor is an @ALMGlobal_ publication.
StreetCred PR @StreetCred_PR
1K Followers 753 Following Financial Services meets Credibility Marketing. #PR is a contact sport - raise your communications game by adding our talents to your team and play to win.
David @DMehlhorn
383 Followers 927 Following Dad 👦👦👦🐶 | Husband | Track Coach | Basketball Coach | Christ-Follower | Dual Citizen 🇨🇦🇺🇸 | Sun Devil Alum | Thoughts mine
Rusty Vanneman, CMT, .. @RustyVanneman
937 Followers 1K Following Chief Investment Officer. Co-Host "The Weighing Machine" podcast. Author of "Higher Calling”. Silver Paddler / Adventurous Smoothie-Maker / Hunter of Awesome
iWealthConnect @iWealthConnect
397 Followers 2K Following Securities offered through LPL Financial, Member SIPC https://t.co/QACPp47Pib.
Mark Bruno @brunz99
1K Followers 462 Following Managing Director, Wealth Management | Informa Connect; Author, Save Now or Die Trying
Shannon Rosic @ShannonRosic
1K Followers 2K Following NYC➡️Denver transplant, travel junkie, pony savant. Director of @wealth__stack Content & Solutions & host of the #WealthStack podcast. #ChiefsKingdom #NYRangers
Asian American Schola.. @AASForumOrg
1K Followers 3K Following Leading national voice fighting for the rights of Asian American and immigrant scientists, researchers, and scholars. Follow our Executive Director @GKusakawa.
qsLiang @QS__Liang
1 Followers 2 Following
Dan Arnold @DanHArnold
2K Followers 610 Following President & CEO, LPL Financial. Father of 3. Auburn Fan. Securities offered through LPL Financial, Member FINRA/SIPC. https://t.co/QUhj5omzik
jennthetutor 🎓 �.. @jennthetutor
6K Followers 3K Following There's A College Out There Looking For You©-Helping Students Go to College. @blacklistclear1.VT/UVA law alum. Venmo/$app: jennthetutor
Shabana Nathoo, CFP®.. @shabana_nathoo
112 Followers 158 Following Certified Financial Planner(R) Certified Divorce Financial Analyst(R) Principal @NavigoWealth, CFP(R) program instructor: Retirement Planning @riceprofdev
DJ Windle @djwindle
849 Followers 715 Following Dad | Husband | Investment Nerd | Adventure & Travel Lover | Musician | Flip Flops are 🔥Town Meeting voted to prohibit the sale of single-serve water bottles, ban toxic rodenticides known as SGARs, officially recognize Indigenous Peoples’ Day, and approve funding for the Battle of Lexington 250th anniversary celebration. lexobserver.org/2024/04/26/tow…
It is currently the Week of Caring organized by the @UWSuncoast I spent my morning with the United Way Suncoast Admiral Society, sorting, batching and packaging beads that will be sold to generate revenue to support the MacDonald Training Center (MTC). MTC is an organization…
My 8 yr old pitched his first 2 innings in Little League tonight My heart has not beat that fast in a loooong time Parents-What is it about watching your kid put themselves out there & take a risk publicly that just GETS you? I can speak in front of 1000s-but this? NAIL BITING
We've been meaning to get this one on the books for a while, and it's finally happening! I am so excited that @chris_simone of @caribou_wealth will be joining me on the #WealthStack podcast on 4/29 to discuss the intersection of healthcare and finance. Be sure to submit your Qs!
Congratulations @MeghaanL @shapingwealth #BreakingNews #OpportunityOfALifetime
📢 Breaking News: Today we announce the appointment of Dr. Meghaan Lurtz as Partner! @MeghaanL joins the team as learning & development specialist to help advance our vision to enable funded contentment. Get the full story here: bwnews.pr/3QnnGOP #BreakingNews #HumanFirst
Mom of 3 Parenting Hack: Around 4 PM, put out a plate with a bunch of different cut up of veggies (carrots, cucumber, peppers -change it up) with ranch & hummus. DON'T SAY ANYTHING. Watch as kids eat their veggies BEFORE you even get to dinner. Voila! Works like a charm!
@NPeppas @TheAcademy Thank you Nicholas for your kindness. I’m deeply honored.
Prof. Zhigang Suo @zhigangsuo Warmest congrats on your election to the American Academy of Arts and Sciences. Founded in 1780, AAAS is a society honoring the achievement of outstanding scholars in the natural/social sciences, arts, humanities @TheAcademy amacad.org/new-members-20…
When @advyzon first came on the market over a decade ago, @BobVeres was wary of all-in-one platforms. Initially skeptical of the efficacy of combining various financial management tools, Veres admitted to being wrong in this video with @wealth_mgmt at the Advyzon Conference, as…
Join our experts live and get all your questions answered at our webinar with @AndesWealth on Thurs 5/2 at 2 PM ET. Sign up here 👉 tinyurl.com/bn5tb323
🤞 Have you signed up for our webinar next Thursday with @AndesWealth yet? Sign up here 👉 tinyurl.com/bn5tb323
Advisors, make sure you're signed up for our integration webinar with @AndesWealth on Thurs 5/2 at 2 PM ET 👉 tinyurl.com/bn5tb323
👋 We're joining @AndesWealth for a live webinar that will show a demo of our integration. Join us on Thurs 5/2 at 2 PM ET 👉 tinyurl.com/bn5tb323
🤝 Have you heard about our new partnership with @AndesWealth yet? The integration makes personalized risk tolerance a breeze! Learn more here 👉 tinyurl.com/5n8vksrd
363 days to go! Today's #CalendarKeepers are Lexington's Mesmerizing Melodies, warming up for their performance at Discovery Day, bringing a delightful twist to the countdown as we #countdownto250. 🎵 #lex250
Toward the end of April, a New England town turns into a public garden.
Last night's "Women Who Win" awards by Tampa Bay Business & Wealth Magazine celebrated the immense impact of trailblazing women in our community. Truly an inspiring event, and congrats to all the honorees who continue to lead and empower with courage and grace! #WomenWhoWin…
Where. Are. My. People? 🕵️♀️
So great to see LHS grad Maddie Lucente today at the @Lexington250 events! Way to represent your Dad and Lexington, Maddie! So proud of you! 💙💛 @DougLucente
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