Women in Financial Services

Insights, success stories, and inspiring beginnings from five LPL financial advisors

We had the opportunity to sit down with five remarkable women and learn more about their passion for financial advice. They covered everything from how they got started in the field, to stereotypes they’ve seen and faced, and why women are excelling as financial advisors. They also tackled the importance of women supporting other women, and everything they’re doing now to pave the way for the next generation of women advisors—and the future of financial advice.

Watch this video to hear the unique insights of these women.

Danielle Darling

LPL Financial Advisor, Resource One Advisors

“The most rewarding part about being a financial advisor is building client relationships that truly last a lifetime. When you become a household name in your client's family, I think that's the ultimate compliment.”

Katie Toth

Wealth Advisor, Fulcrum Financial Group, LLC

“I really believe that one of the key ways that we're going to keep making progress within this industry, is to support one another as women. I think the more that we can increase our representation and show the next generation of women what this path can be for them, the more we're going to see changes within the field.”

Julia Carlson

CEO and Founder, Financial Freedom Wealth Management Group

“We need to shine a light on how wonderful this profession is for women and how much our natural skills and abilities make us successful at it. The more we can come together and shine a light on what we're doing, that will attract more women into our business. And that is what's needed to move the needle in our industry.”

Shannon Acosta

LPL Financial Advisor, Benchmark Wealth Management

“We're inclined toward empathy, intuition, connecting. Those are all elements of financial planning that have been underplayed for decades, but they are huge. And I think they make us really good at what we do.”

Amy J. Datema

LPL Financial Advisor, MaxWealth Management

“It's nice to have a community and a network of women that we can lean on each other, learn from each other, and just reach out to each other if we need some help and some guidance.”

^{The Advisor firms mentioned and LPL Financial are separate entities.}

^{Tracking #1-05234398}