Home: Saint Petersburg, FL. Birthplace: Southern New Jersey. Profession: Financial services. Organization: Raymond James Financial. Title: Head of Advisor Inclusion Networks, Private Client Group. Significant other: My husband, Les. Alma mater: Rutgers University (B.S); Pennsylvania State University (MBA); Wilmington University (DBA); The Wharton School (Securities Industry Institute).
Recent recognition: Tampa Bay Business Women of the Year, 2022. Recent professional development: Leading my firm’s 28th Annual Women’s Symposium in person after a three-year hiatus due to the pandemic. Latest accomplishment: Tedx Talk on “What We Get Wrong About the Racial Wealth Gap”. Latest contribution to others: Serving on the boards of Susan G. Komen and Girls Inc. of Pinellas County; mentoring college students. Hobbies: Boxing, reading, traveling, and golf when I make time. Recent travel or adventure: Maldives. Last book read: Unapologetic AF, by Kelly Charles-Collins.
Personality profile: Enneagram 8, ENTJ (Commander: Extrovert, Intuitive, Thinking, Judging). What one word would your closest friend use to describe you? Funny. Moral compass: The Platinum Rule. What word or phrase do you use far too often? Thank you. Gratitude is my love language; it’s never enough. What occupation, other than your own, do you most admire? Law enforcement and education. How do you relieve stress? Going to the spa.
What three emojis best describe you? 💫👠✈️.
What book have you repeatedly read? Think and Grow Rich, by Napoleon Hill. What movie have you repeatedly watched? Grease. What’s prominently featured on your home or office wall? Motivational quotes. What’s the best advice you received growing up? Life happens for us, not to us. What’s the best advice you received in your career? While being an agent for change, make sure you find time and space to take care of yourself. What modern technology innovation do you most appreciate? Genomics. What is your favorite app? YouTube. I learning something new there most every day.
What change would you like to see in the world? Greater civility and respect towards one another as humans and acceptance and celebration of our differences. What message do you want to send out into the world? There will be so many that may doubt you. Don’t let that person be you. Believe in yourself. What widely held belief do you reject? That failure is a bad thing. You need to take risks in life, sometimes they won’t work out. Failure can be a good thing. What mega-trend most excites you? Digital Disruption. What mega-trend most concerns you? Economic shifts.
What title would you choose for the movie about your life? Still Standing. What actor would you choose to play you in the movie about your life? Nia Long. Who would you like to spend an evening with, in heaven? My cousin, Tyeast, who died when we were both fifteen. As a kid, what did you first want to be when you grew up? An astronaut. After your loved ones, what object would you first save from your burning home? Family pictures. How would you choose to spend tomorrow, if you knew it was your last day on earth? At the beach with my family, reflecting on the good times and laughing until our belly hurts. What advice would you give your younger self? Take time to enjoy the journey.
Personal motto: Be the change you want to see in the world. Favorite quote: “You don’t make progress by standing on the sidelines, whimpering and complaining. You make progress by implementing ideas” (Shirley Chisholm). Desired epitaph: Ran boldly and passionately in the direction of her dreams… in heels!
