Cresset Wealth Advisors Heather Pelant and Beth Chandler took the stage at the Forbes Top Women Advisor Summit to discuss the evolving center of gravity in wealth, highlighting how women are increasingly shaping investment decisions and redefining the future of financial advice. SHOOK Research
John Samuels
1d
Thank you, Cresset, for leading the way.
Thanks for sharing your experiences Heather Pelant & Beth Chandler - you are stars and I wish I could have been at the session to hear you speak!