Services & Support

Support for Women Advisors

Triad recognizes not only the benefits of partnering with quality, diversified advisor practices, but also the unique perspectives women advisors bring to the table. We treat women advisors just like any other advisor - as smart, capable entrepreneurs with whom we want to partner for the long-term.

At Triad, culture plays an important role in supporting women advisors and we foster dialogue on desired outcomes and creative ways to make them happen. You'll see our commitment to women advisors, not just in our people, but in our everyday actions -- from events to mentoring programs to practice management insights.

#2

in Percentage Female Advisors
Financial Planning 2018

The Ladenburg Institute of Women and Finance

The Ladenburg Institute of Women and Finance (LIWF) offers women advisors ongoing education and networking opportunities through thematic webinars, an annual symposium, and a mentoring program.

Annual Symposium

The symposium allows for two days of practice management consumption and networking with peers and partners. Advisors walk in the door and see professionals who look like they do, who encounter similar challenges and advantages, and who want to collaborate in a non-competitive, open manner.

LIFT Mentoring Program

LIWF also pairs up-and-coming women advisors with more seasoned colleagues for a year-long engagement that provides accountability, collaboration, and ultimately, growth. Assets under management and knowledge increase exponentially for mentees and there has yet to be a mentor who hasn't gained new ideas by participating. It's truly a win-win scenario.

COI Expert

Angela Bender, CFP®, CLTC
AMJ Financial, LLC
Leesburg, VA
Joined Triad in 2014

A great way to find alliances is to join financial organizations with multi-disciplinary participants. No matter what you do, understand it does take some time. Always lead with what will benefit them. For example, we work with a CPA that only wants to do the books for small businesses and another that just wants straight-forward tax returns. Understanding their niche is instrumental. Then you have to stay top of mind. We make meaningful contact once per quarter with our centers of influence.

Angela M. Bender, CFP, CLTC, has over 20 years of experience in financial services ensuring her clients are well informed and well positioned for their future financial goals. A well-respected speaker in the Washington DC area, she often hosts workshops to help clients and prospective clients better understand complex financial topics. Angela is dedicated to her community and serves as Vice President and Board Member for the Community Foundation for Loudoun and Northern Fauquier Counties. Having an active network to influence referrals is important. She accomplishes this partially through her board membership with the Catoctin Estate Planning Council where she has exposure to numerous attorneys. Angela is a member of the Ladenburg Institute of Women and Finance and participates in the symposium each year.

Dynamic Duo

Lynn Cravinho, JD, CPA and Simone Gladstone, CFP®
Compass Ross Strategic Partners LLC
Waterford, CT
Joined Triad in 2012

"We came from a large wirehouse and what we found was we were having a hard time working to achieve the best interest of our clients and also to achieve a high standard of service. Triad gets to know us, who we are, the style of business that we do, and they are able to really help us."
Simone Gladstone, CFP

Lynn Cravinho, JD, CPA and Simone Gladstone, CFP founded Compass Rose Strategic Partners in 2012, after moving from a wirehouse firm to a Hybrid RIA model to achieve greater control of their business and meet the customized needs of their clients. With over 45 years of combined professional experience in the financial services industry, Compass Rose Strategic Partners' team of women advisors brings unique experiences and credentials to the firm. Lynn's professional training as an attorney and CPA combined with Simone's background as a CFP and experience as a retired Captain in the US Army make them a complementary duo that can assist clients with a wide variety of needs. Lynn and Simone are members of the Ladenburg Institute of Women and Finance and participate in the symposium each year.

Founding Advisor and Mentor

Karen Vining, CSA, RFC
Vining Financial Services, Inc.
Marietta, GA
Joined Triad in 1998

I'd like to thank Triad Advisors for supporting the growth of my business over the last 20 years. It has been a lot of hard work, but this has been the best business I could have ever gotten into. The opportunity to own an independent practice and partner with Triad has been life-changing for me.

Karen Vining, CSA, RFC was a founding advisor at Triad Advisors in 1998. With over 30 years of experience in the industry, Karen has mentored many financial advisors on doing business "the right way." As an OSJ, Karen serves as a role model and coach to other advisors on how to build an advisory practice, how to take care of clients to the best of your ability, and how to be an effective wealth manager. In addition, Karen volunteers her time and expertise as a mentor in the Ladenburg Thalmann Institute of Women and Finance's LIFT mentoring program for women advisors. Not only does Karen support those in the financial industry, but she also gives back within her community as a board member at Aloha to Aging, which serves family caregivers and aging seniors. Karen also volunteers at her local YMCA and the Catholic Church of St. Ann, where she has served on the Financial Committee and the Parent 4 Life Teen Board. Because of her success and contributions, Karen received the 2017 Triad Advisors Chairman's Award for Excellence.

InvestmentNews 40 Under 40 Advisor

Nina O'Neal
Archer Investment Management
Raleigh, NC
Joined Triad in 2015

There were several reasons for us needing to make a broker/dealer change. We were with a very small broker/dealer we felt we had outgrown. Triad's massive amount of resources and focus on customer service is what attracted us the most. There are so many benefits to partnering with Triad.

Since becoming a Partner at Archer Investment Management in 2009, Nina O'Neal has helped the firm more than double assets under management and drive substantial revenue growth year over year. Because of her impact and success within the industry, Nina was recognized as an InvestmentNews 40 Under 40 advisor in 2016. Nina has also been featured in InvestmentNews' "Practice Makeover" video series and has been quoted in InvestmentNews, US News & World Report, TheStreet, and The Washington Post. She served as a speaker for the Financial Planning Magazine “Disrupt Advice” conference in New York City regarding how advisors can effectively use technology to streamline their practice. One of only 40 financial professionals across the country chosen to participate in the InvestmentNews “Future of Our Business by the Future of Our Business Think Tank” as a thought leader in the financial advice industry, she provided content that was used to create white papers and articles for the publication. Nina is a member of the Ladenburg Institute of Women and Finance and serves as a mentor to young female advisors and local college students.

Women in Transition

Dianne Webb, CFP®, EA, CDFA
Stonebridge Financial Planning Group
Winter Park, FL
Joined Triad in 2010

Through my 16 years with a mission organization and raising 3 daughters, I began to get the idea of what I would later create. I started simply by helping all my single women friends with their finances. I soon realized that someone needed to help them because they just don’t understand financial issues and were too intimated to ask someone. Therefore, I knew from the very beginning stages of building my practice that I would focus on women in transition, those divorced, recently widowed, laid off or in receipt of inheritances.

Dianne Webb, CFP, EA, CDFA, is committed to helping women gain freedom and confidence by developing a financial plan they understand and that fits their lives. She is a member of the Central Florida Collaborative Law Association which includes attorneys, mental health professionals and financial advisors who work together to address the needs of divorcing couples through a collaborative method. Being active in this association has helped Dianne build a strong reputation, illustrate her concern for women and divorcing couples, and gain client referrals. She credits the success of her practice to hard work, continual education, and a sharp team of advisors, planners and client service associates. Dianne is a member of the Ladenburg Institute of Women and Finance and participates in the symposium each year.

In The News

05 May 2015

What Draws Women Advisers To Certain IBDs

Some independent broker-dealers are finding extraordinary success in the industry's efforts to level the ranks of male and female advisers, even though on average less than one out of every five advisers today is a woman.

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