Tackling the mental health and wellbeing issues of today’s advisor.
Transparency with Diana B.: A Tremendous Loss on 9/11 and the Path ForwardTransparency with Diana B.: A Tremendous Loss on 9/11 and the Path Forward
The tragic death of her father on 9/11 set advisor Chloe Wohlforth on a life journey influenced by that day.
Sept. 11, 2001 is a day most Americans can’t forget, when Al-Qaida coordinated four terrorist attacks against the United States, including on the Twin Towers in downtown Manhattan.
But for Chloe Wohlforth, managing director of Angeles Wealth Management in New York, it was the day she lost her father. Chloe was a junior in high school at the time, and that day her father went into work at Sandler O’Neill, an investment bank with offices on the 104th floor of the South Tower. He didn’t come home, and that tragic event would shape the rest of her life.
In the midst of this extreme tragedy, there was uncertainty surrounding her family’s financial situation; her father was always in charge of the finances. Fortunately, a family friend stepped in, and introduced Chloe and her mother to a financial advisor, who supported them during that extremely difficult time and helped them find financial security.
In this episode, Diana Britton, managing editor at WealthManagement.com, speaks with Chloe, who shares how the events unfolded and the blessings that 9/11 has brought to her life, despite the loss.
The last photo taken of Chloe Wohlforth with her dad, Martin, at a wedding in August 2001.
In this episode you will learn:
What happened on 9/11 for Chloe and the following days
How Chloe and her mom were able to find financial security
About the support offered by Sandler O’Neill following the attacks
How Chloe’s human connections and opportunities lead her to the advisory space
How her experiences have shaped the work she does now at Angeles Wealth Management
And more.
Listen now to Chloe’s story and how the emotional and financial support from others made a difference in her life.
If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at [email protected].
The Transparency with Diana B. podcast is available on Apple Podcasts, Android, Stitcher, Spotify and wherever podcasts are found.
