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How to Kick off a Career as a Financial Advisor and Find the Right Firm for You

Name: How to Kick off a Career as a Financial Advisor and Find the Right Firm for You
Start: 2024-06-10T16:00:00.000Z
End: 2024-06-10T17:00:00.000Z

Monday, June 10, 2024

12:00 PM - 1:00 PM ET

Webinar

132 attending

WEBINAR

Monday, June 10, 2024

12:00 PM - 1:00 PM ET

Event details

Merrill is a leading provider of comprehensive wealth-management and investment products and services for both businesses and individuals. Merrill’s financial advisors tailor financial strategies specifically for clients, supported by its award-winning research group. Ultimately, they help clients pursue the life they envision through one-on-one relationships committed to their needs. And they’re successful in doing so because of a chain of support.

“This includes bringing talented women to our company, developing our female employees, and supporting the economic empowerment of women around the world,” Merrill tells Fairygodboss.

Merrill is committed to creating a company culture that reflects its diverse clients. That’s why we’re sitting down with some female financial advisors at the firm to talk about their career paths and perspectives. In this webinar, you’ll learn about:

How the women at Merrill became financial advisors—and the misperceptions surrounding financial advisor career paths
The unique perspectives that women bring to the table in a traditionally male-dominated industry
How the women at Merrill decided the company was right for them—and why finding the right firm is important
The various benefits and opportunities available to financial advisors at Merrill

This event will be recorded and posted here following the event. We'll also email the recording directly to everyone who registers. By registering, you agree to share your email and profile information with the participating company.

Want to attend but can’t make the webinar date work? No problem! Register anyway and we’ll send you the recording for you to watch on your own time.

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Meet the speakers

Sabrina L. Brathwaite

Senior Financial Advisor, Merrill

Sabrina L. Brathwaite

Senior Financial Advisor, Merrill

Lakisha Goodwin

Financial Solutions Advisor, Merrill

Lakisha Goodwin

Financial Solutions Advisor, Merrill

Kerry Cabral

ADP Financial Advisor, Merrill

Kerry Cabral

ADP Financial Advisor, Merrill

Sabrina L. Brathwaite

Senior Financial Advisor, Merrill

Sabrina Brathwaite is a Financial Advisor and one of the partners of BFGvU Partners. She has been with Merrill for 17 years. Sabrina is a graduate of Winthrop University where she received a Bachelor of Arts and a Masters of Business Administration. She has also earned the Chartered Retirement Planning Counselor and the Certified Plan Fiduciary Advisors designations. She helps clients focus on what matters most to them — such as child's education, buying a new home, preparing for income in retirement, wealth creation & building, and assisting clients with building a financial legacy for their families. Sabrina helps clients to invest in a way that best addresses their unique set of concerns and goals. Sabrina enjoys volunteering and dedicating time to giving back to the Charlotte community. She is a member of the Delta Sigma Theta Public Sorority, former Board Member and 2019 Luncheon Chair of Good Friends Charlotte, 2019 Who's Who Black Charlotte Recipient, member of Winthrop University College of Business Advisory Council, Advisory Board Member for the YMCA Charlotte, board member of Phoenix Montessori Academy, and 2023 Charlotte Regional Alliance Emerging Business Leaders graduate. Sabrina residers in the Lake Norman area of Charlotte with her 12 year old son Shabaka and her husband Frederick.

Lakisha Goodwin

Financial Solutions Advisor, Merrill

Lakisha Goodwin is a very passionate Financial Solutions Advisor for Bank of America Merrill who takes pride in coaching her clients into financial freedom, establishing an action plan to help the unpropitious become mass affluent clients, and educating her clients in building a legacy of generational wealth by saving and strategically planning for the future. Although Lakisha was consistently recognized as a Top Performer for Bank of America for 16 amazing years, she defines her success by the progress of her mentees and self-development measurements. In 2020, Lakisha joined the Black & African American Forum Mentorship Program and Black Professional Group. In 2021, Lakisha was selected as a member of the Next Level Leadership Program and was recognized in the Black Enterprise Magazine representing the illustrious company Bank of America. In 2022, Lakisha served as an Advisor mentoring over 20 leaders across the country in the Next Level Leadership Program. Lakisha received her Finance degree from the University of Memphis. Lakisha greatest inspiration is her parents who made commendable sacrifices for her. She enjoys traveling the world, playing sports, and creating memories with her eight siblings.

Kerry Cabral

ADP Financial Advisor, Merrill

Kerry Cabral is an ADP Financial Advisor and who recently graduated from Merrill’s MFSA program. She has been with Merrill for 8 years starting in the branch where she worked as an Financial Solutions Advisor. Kerry has also earned the Chartered Retirement Planning Counselor Designation. Through her experience in an advisory role she has cultivated a deep understanding of financial markets and strategies to help clients achieve their goals. It is important to for Kerry to make a genuine connection with clients and help them focus on their most important goals, build them an actionable plan, and help them stay on track with achieving it. Located in downtown Boston, Kerry enjoys volunteering as part of the council for Boston Children’s Museum. Additionally, she is an active member of Tomorrow's Women Today, a nonprofit organization dedicated to women empowerment and fostering valuable connections among women leaders. Beyond the world of finance, Kerry finds joy in pursuing her passion for golfing in a ladies golf league and spending time with her family. With a blend of financial expertise, dedication to client satisfaction, and a commitment to women's empowerment, Kerry is poised to make a lasting impact in both the financial industry and her community.