Avantax Launches its Women’s Advisor Forum to Further Empower Female Financial Professionals
29 Agosto 2022 - 3:15PM
Avantax®, a leader in tax-focused financial planning, today
announced that it has created the Avantax Women’s Advisor Forum to
further empower female Financial Professionals as part of the
firm’s overall Diversity, Equity and Inclusion efforts.
Laurie Stack, Vice President, Business Development,
has been named Head of the Avantax Women’s Advisor Forum. Stack is
a highly accomplished relationship manager who is well-known
throughout the financial services industry. She joined Avantax more
than three years ago after 25 years in leadership positions with
financial services firms including LPL Financial, Cetera Advisors,
and The Wealth Consulting Group.
The Avantax Women’s Advisor Forum complements
existing Financial Professional-facing Diversity, Equity and
Inclusion programs, enhancing Avantax efforts to support all
underrepresented groups in the financial services industry.
“An important part of DE&I is advocating for
female Financial Professionals, and few have championed this effort
with more energy and resolve than Laurie. I appreciate how
wholeheartedly she embraced the responsibilities and future
opportunities with the Avantax Women’s Advisor Forum,” said Todd
Mackay, President, Wealth Management at Avantax. “Laurie will
continue in her business development role while driving development
of the Women’s Advisor Forum to include educational resources,
coaching, mentoring programs and in-person collaboration, which is
core to our distinct Avantax Community.”
Stack will work directly with Avantax leadership,
including Mackay and Chief of Staff Holly Manton, to develop and
expand the Women’s Advisor Forum as a key part of the company’s
overall DE&I program, including expanding relationships with
industry groups and associations such as the Financial Services
Institute.
“In the past, the industry has spent a lot of time
talking about breaking barriers, but we’ve broken those barriers
and I believe it’s time to start promoting and sharing how all
these fabulous female Financial Professionals have created a brand,
evolved and grown,” said Laurie Stack, Vice President of Business
Development and Head of the Avantax Women’s Forum. “I’m focused on
finding strong, business-minded women who would be great in this
profession, and then through coaching, mentoring programs and other
support systems, giving them the confidence to create their own
vision for building a successful financial services business.”
Tim Stewart, Vice President and Head of Business
Development at Avantax, said: “It’s a great advantage having
someone with Laurie’s experience and industry presence in this dual
role. Laurie is well-suited to recruiting broadly while creating a
robust program emphasizing the importance of women Financial
Professionals, and I know her energy and enthusiasm will be
welcomed throughout the Avantax Community.”
About Avantax Wealth
Management®Avantax Wealth Management® is a leading U.S.
independent broker-dealer that provides tax-focused wealth
management solutions for Financial Professionals, tax
professionals, CPA/accounting firms and their clients. Avantax
Wealth Management works with a nationwide network of Financial
Professionals who operate as independent contractors, and provides
them with an integrated platform of technical, practice,
compliance, operations, sales, and product support tools that
enable them to offer tax-advantaged planning, investing, and wealth
management services to their clients. The wealth management segment
of Blucora, Inc. (NASDAQ: BCOR), which includes the Avantax Wealth
Management® and Avantax Planning Partners℠ brands, had a collective
$77 billion in total client assets as of June 30, 2022. For more
information, please visit us at www.avantax.com or on LinkedIn and
Facebook.
Media Contacts:Tony Katsulos
Avantax(972) 870-6654pr@avantax.com
Kendra GalanteStreetCred PR for Avantax(402)
740-2047kendra@streetcredpr.com avantax@streetcredpr.com
A photo accompanying this announcement is available at
https://www.globenewswire.com/NewsRoom/AttachmentNg/36d9519b-e59b-4a8b-8838-14a9cc7821fa
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