At a conference of more than 100 affiliated advisors in Nashville, Tennessee last month, Toni Ciampaglione, AAMS and Kelli Warriner, CFP represented Park Place Financial Advisors, a division of Brattleboro Savings & Loan, in a range of discussions about strategies for inspiring growth and promoting change in the financial sector. The Summit for Women Advisors was hosted by Commonwealth Financial Network, the nation’s largest privately held Registered Investment Adviser–Broker/Dealer.
The three-day conference featured discussions and panels with women from a broad range of experiences on topics including: leading an award-winning culture, navigating courageous conversations with clients, and fostering client and employee loyalty. Keynote speakers implored participants to build community, to address wealth inequality through their work, and to think creatively about cultivating financial literacy in future generations. “Wealth is a form of power,” keynote speaker Chloe B. McKenzie, founder and CEO of On A Wealth Kick, LLC and BlackFem, Inc. said. She encouraged participants to support young girls today and throughout their lives. “We recognize the critical role that financial services can play in empowering underserved populations and addressing inequality,” said Joe Little, President of Park Place Financial Advisors. “As a recently certified B Corporation we were proud to have Toni and Kelli representing our team at the summit as part of our longstanding commitment to social responsibility in all that we do.”
Kelli J. Warriner is a Certified Financial Planner and Toni Ciampaglione is an Accredited Asset Management Specialist designee. Together, they have almost forty years of experience on the Park Place Advisors team. Additional information on Park Place Financial Advisors is available at www.vtplanners.com.
Toni Ciampaglione and Kelli Warriner of Park Place Financial Advisors offers securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Not FDIC Insured-Not Bank Guaranteed-May Lose Value. Brattleboro Savings & Loan is not a registered broker-dealer or Registered Investment Adviser. Brattleboro S & L and Commonwealth are separate and unaffiliated entities. Fixed insurance products and services offered by Park Place.