The Healthy Advisor

For years, RBC executive Shareen Luze struggled with anxiety. But the more she was vulnerable and shared her story in the workplace, the more she connected with people. Today, she brings a unique perspective on the role a sense of belonging plays...

When Martine Lellis woke up from a coma doctors didn’t think she’d come out of, she was given a new lease on life, and it has fueled her passion for making bold, compassionate choices in the financial services industry.

LPL executives Anna Howard and Kimberly Sanders are both highly accomplished leaders in wealth management. They’re also mothers, and speak openly about their struggles to find balance, which can be especially hard for women in this industry

When Kristine McManus got the unexpected news that she had an aggressive form of breast cancer, she began to focus on living life urgently and cherishing meaningful moments.

For years, advisor James Bogart was building wealth at the sacrifice of his health. Now, he’s on a different path.

Growing up with a single mom, a disabled sister and a personal struggle with dyslexia, Heather Kelly should have been a statistic. Instead, she has become one of the most successful and inspiring women in financial services.

To an outsider, advisor Cary Carbonaro looked like a strong, successful woman. But behind closed doors, she faced physical, mental and verbal abuse on a daily basis in a toxic relationship.